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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 %
CIA
801
Capital Investment Advisors
Georgia
$209K +$6.9K +42 +3%
PIFP
802
Partners in Financial Planning
Virginia
$208K +$164 +1 +0.1%
CGL
803
Clarius Group LLC
Washington
$208K
SAM
804
S.A. Mason
Michigan
$207K
AFG
805
Atomi Financial Group
New York
$207K +$207K +1,262 New
FFP
806
FourThought Financial Partners
Florida
$207K -$29.2K -178 -12%
KCM
807
Kanawha Capital Management
Virginia
$205K +$205K +1,250 New
MFP
808
Meridian Financial Partners
Virginia
$205K +$205K +1,246 New
BCI
809
Brinker Capital Investments
Pennsylvania
$204K -$164 -1 -0.1%
OPS
810
Orion Portfolio Solutions
Nebraska
$204K -$164 -1 -0.1%
CFS
811
Cannon Financial Strategists
Georgia
$204K
PGA
812
Portland Global Advisors
Maine
$204K
WTFG
813
Wells Trecaso Financial Group
Ohio
$203K
AG
814
AlTi Global
New York
$203K +$2.3K +14 +1%
AIM
815
Anchor Investment Management
South Carolina
$203K
KFP
816
KMG Fiduciary Partners
Ohio
$203K
WW
817
Westshore Wealth
California
$202K -$21.7K -132 -10%
PAS
818
Professional Advisory Services
Florida
$202K
AAS
819
Annex Advisory Services
Wisconsin
$202K +$202K +1,230 New
WPC
820
Wedmont Private Capital
Pennsylvania
$200K -$7.36K -46 -4%
WT
821
Washington Trust
Rhode Island
$200K -$1.97K -12 -1%
TIM
822
Thompson Investment Management
Wisconsin
$197K +$197K +1,198 New
CF
823
Centaurus Financial
California
$188K +$38.4K +234 +26%
SC
824
Stephens Consulting
Michigan
$182K
Lazard Asset Management
825
Lazard Asset Management
New York
$180K