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iShares Russell 2000 Value ETF

965 hedge funds and large institutions have $9.26B invested in iShares Russell 2000 Value ETF in 2024 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 275 increasing their positions, 350 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
965
Holders Change
+47
Holders Change %
+5.12%
% of All Funds
13.96%
Holding in Top 10
25
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.17%
% of All Funds
0.36%
New
104
Increased
275
Reduced
350
Closed
46
Calls
$156M
Puts
$34.4M
Net Calls
+$122M
Net Calls Change
+$101M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
701
Greenleaf Trust
Michigan
$258K +$258K +1,547 New
FCMA
702
Foresight Capital Management Advisors
Michigan
$255K
SIA
703
Soltis Investment Advisors
Utah
$253K +$253K +1,519 New
HIP
704
HUB Investment Partners
Texas
$253K -$9.51K -57 -4%
USB
705
Union Savings Bank
Connecticut
$250K
EAM
706
Eschler Asset Management
United Kingdom
$250K +$250K +1,500 New
PA
707
PFG Advisors
Arizona
$250K +$17.5K +105 +8%
OC
708
Oakworth Capital
Alabama
$250K +$195K +1,166 +353%
RFM
709
Royal Fund Management
Florida
$249K +$249K +1,491 New
VA
710
Valmark Advisers
Ohio
$248K +$2K +12 +0.8%
CIA
711
Compass Ion Advisors
Pennsylvania
$247K
CWM
712
CCG Wealth Management
California
$247K -$11.8K -71 -5%
CPIA
713
Cornell Pochily Investment Advisors
New York
$246K
SFP
714
Shepherd Financial Partners
Massachusetts
$244K
CFP
715
Cascade Financial Partners
California
$243K -$665 -4 -0.3%
NG
716
Northstar Group
New York
$243K
MFG
717
Merit Financial Group
Georgia
$241K -$77.6K -465 -24%
KWS
718
Keystone Wealth Services
California
$241K -$167 -1 -0.1%
SC
719
Scotia Capital
Ontario, Canada
$240K +$16.7K +100 +7%
FFP
720
FourThought Financial Partners
Florida
$240K -$5.34K -32 -2%
WS
721
Wedbush Securities
California
$240K +$240K +1,438 New
LOPW
722
Live Oak Private Wealth
North Carolina
$240K
LC
723
Lindbrook Capital
California
$239K
SWM
724
Sugarloaf Wealth Management
Georgia
$236K +$834 +5 +0.4%
AC
725
Annandale Capital
Texas
$235K