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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 %
KCM
701
Kennedy Capital Management
Missouri
$295K +$295K +1,794 New
RIS
702
Retirement Income Solutions
Michigan
$294K +$13.3K +81 +5%
BPC
703
Bearing Point Capital
Minnesota
$293K +$293K +1,783 New
MAA
704
Matrix Asset Advisors
New York
$290K
AF
705
Advisornet Financial
Minnesota
$289K -$2.3K -14 -0.8%
MFT
706
Moisand Fitzgerald Tamayo
Florida
$288K
BWA
707
Bordeaux Wealth Advisors
California
$287K
EPM
708
Elm Partners Management
Pennsylvania
$282K +$25.4K +155 +10%
OL
709
Owen LaRue
Kentucky
$281K +$281K +1,713 New
MFGP
710
Marshall Financial Group (Pennsylvania)
Pennsylvania
$281K +$1.48K +9 +0.5%
IWA
711
Icon Wealth Advisors
Texas
$281K -$985 -6 -0.3%
NEWAS
712
N.E.W. Advisory Services
Wisconsin
$280K -$12.8K -78 -4%
CHJWM
713
Carlton Hofferkamp & Jenks Wealth Management
Texas
$278K -$29.4K -174 -10%
LSAG
714
Lake Street Advisors Group
New Hampshire
$277K
HA
715
Huntleigh Advisors
Missouri
$277K +$277K +1,687 New
BF
716
Blankinship & Foster
California
$275K +$328 +2 +0.1%
AIP
717
Ameritas Investment Partners
Nebraska
$275K -$152K -924 -36%
NCFG
718
New Century Financial Group
New Jersey
$274K -$5.97K -36 -2%
DPW
719
DiNuzzo Private Wealth
Pennsylvania
$273K
VP
720
Verum Partners
North Carolina
$273K +$821 +5 +0.3%
SC
721
Sapient Capital
Indiana
$273K
CCG
722
Chatham Capital Group
Georgia
$273K
LGWM
723
Litman Gregory Wealth Management
California
$272K +$44.8K +273 +20%
WS
724
Wedbush Securities
California
$272K +$35.5K +216 +15%
NEPWA
725
New England Private Wealth Advisors
Massachusetts
$272K