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iShares Russell 2000 Value ETF

1,044 hedge funds and large institutions have $9.15B invested in iShares Russell 2000 Value ETF in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 323 increasing their positions, 320 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,044
Holders Change
+79
Holders Change %
+8.19%
% of All Funds
13.9%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
155
Increased
323
Reduced
320
Closed
52
Calls
$89.5M
Puts
$24.4M
Net Calls
+$65.1M
Net Calls Change
-$57M
Name Holding Trade Value Shares
Change
Shares
Change %
EW
676
Evoke Wealth
California
$320K
MOS
677
MGO One Seven
Ohio
$320K +$320K +1,950 New
Fisher Asset Management
678
Fisher Asset Management
Washington
$320K +$46K +280 +17%
WAL
679
W Advisors LLC
Tennessee
$320K
RSWM
680
Robertson Stephens Wealth Management
California
$319K +$58.9K +359 +23%
MAM
681
Marotta Asset Management
Virginia
$318K -$17.2K -105 -5%
AWM
682
Apollon Wealth Management
South Carolina
$318K +$318K +1,935 New
IWM
683
IHT Wealth Management
Illinois
$317K -$85.7K -522 -21%
BIG
684
Builder Investment Group
Georgia
$316K
RLIM
685
Red Lighthouse Investment Management
New York
$316K
SC
686
Steph & Co
Wisconsin
$315K -$2.63K -16 -0.8%
National Bank of Canada
687
National Bank of Canada
Quebec, Canada
$311K -$24.5K -149 -7%
CD
688
Chapin Davis
Maryland
$309K
MWM
689
McMill Wealth Management
Nebraska
$307K +$307K +1,873 New
C
690
Certuity
Florida
$306K +$164 +1 +0.1%
WI
691
Wedgewood Investors
Pennsylvania
$303K
MG
692
Mather Group
Illinois
$302K +$3.45K +21 +1%
PMFA
693
Plante Moran Financial Advisors
Michigan
$301K +$117K +710 +63%
LNB
694
Ledyard National Bank
$300K +$94.2K +574 +46%
TSWM
695
Tyler-Stone Wealth Management
Ohio
$300K +$1.31K +8 +0.4%
PAM
696
Peak Asset Management
Colorado
$299K
TBWA
697
Three Bridge Wealth Advisors
California
$299K
RWA
698
Redmont Wealth Advisors
Illinois
$298K -$307K -1,870 -51%
ADL
699
Asset Dedication LLC
California
$297K +$11.2K +68 +4%
DIA
700
Dana Investment Advisors
Wisconsin
$297K