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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 %
NB
776
NBT Bank
New York
$227K -$246K -1,497 -52%
SL
777
Sentinus LLC
Illinois
$226K -$1.05M -6,420 -82%
CAM
778
Clark Asset Management
New Hampshire
$225K +$225K +1,371 New
Fayez Sarofim & Co
779
Fayez Sarofim & Co
Texas
$223K +$223K +1,358 New
HPC
780
HM Payson & Co
Maine
$222K
CPIA
781
Cornell Pochily Investment Advisors
New York
$221K -$20.5K -125 -8%
BRWA
782
B. Riley Wealth Advisors
Florida
$221K -$985 -6 -0.4%
BAAM
783
Baker Avenue Asset Management
California
$221K
SC
784
Scotia Capital
Ontario, Canada
$220K -$16.4K -100 -7%
HCM
785
Hollencrest Capital Management
California
$219K
CCP
786
Clifford Capital Partners
Utah
$218K +$218K +1,330 New
Russell Investments Group
787
Russell Investments Group
United Kingdom
$218K -$164 -1 -0.1%
JIC
788
Joel Isaacson & Co
New York
$218K +$218K +1,327 New
AIM
789
Athena Investment Management
California
$218K
MW
790
Members Wealth
Pennsylvania
$215K +$215K +1,299 New
SI
791
Saxon Interests
Texas
$214K -$2.96K -18 -1%
CCG
792
Cypress Capital Group
Florida
$213K -$208K -1,270 -49%
CWM
793
Copia Wealth Management
Oregon
$213K +$213K +1,295 New
DWM
794
Destination Wealth Management
California
$212K +$212K +1,292 New
WHCFA
795
William Howard & Co Financial Advisors
Tennessee
$212K
KWA
796
Kingswood Wealth Advisors
California
$212K +$212K +1,291 New
WA
797
WESPAC Advisors
California
$212K +$212K +1,289 New
REMPR
798
Roof Eidam Maycock Peralta (REMP)
California
$211K
PA
799
PFG Advisors
Arizona
$210K -$36K -219 -15%
AWM
800
Accel Wealth Management
Iowa
$210K +$328 +2 +0.2%