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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 %
UOP
751
University of Pittsburgh
Pennsylvania
$251K
M
752
MATAURO
New York
$250K +$250K +1,525 New
ACM
753
Advance Capital Management
Michigan
$249K -$37.9K -231 -13%
USB
754
Union Savings Bank
Connecticut
$246K
VA
755
Valmark Advisers
Ohio
$246K +$1.81K +11 +0.7%
OC
756
Oakworth Capital
Alabama
$246K
1IA
757
1834 Investment Advisors
Wisconsin
$245K -$11.7K -71 -5%
CIA
758
Compass Ion Advisors
Pennsylvania
$243K
GAB
759
German American Bancorp
Indiana
$242K -$22.5K -137 -9%
SFP
760
Shepherd Financial Partners
Massachusetts
$241K
NG
761
Northstar Group
New York
$239K
CFP
762
Cascade Financial Partners
California
$238K -$1.64K -10 -0.7%
WWA
763
Wingate Wealth Advisors
Massachusetts
$238K +$238K +1,449 New
KWS
764
Keystone Wealth Services
California
$237K
LOPW
765
Live Oak Private Wealth
North Carolina
$236K
EB
766
Eastern Bank
Massachusetts
$236K +$41.7K +254 +22%
CFP
767
Comprehensive Financial Planning
Pennsylvania
$235K +$235K +1,432 New
LC
768
Lindbrook Capital
California
$235K
MWM
769
Mission Wealth Management
California
$234K +$8.7K +53 +4%
SWM
770
Sugarloaf Wealth Management
Georgia
$233K +$821 +5 +0.4%
CFGS
771
Concourse Financial Group Securities
Alabama
$231K +$1.01K +6 +0.4%
AC
772
Annandale Capital
Texas
$231K
RBC
773
Romano Brothers & Co
Illinois
$230K
WIC
774
Willis Investment Counsel
Georgia
$230K
SSWM
775
Smith Salley Wealth Management
North Carolina
$230K