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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 %
TWM
876
Topsail Wealth Management
North Carolina
$85.9K +$85.9K +523 New
BL
877
Balentine LLC
Georgia
$83.6K
PWM
878
Parkworth Wealth Management
California
$81.2K +$81.2K +494 New
HWM
879
Hemington Wealth Management
Virginia
$81K
SFFS
880
Stonehage Fleming Financial Services
Jersey
$80.3K
CJ
881
Caitlin John
Michigan
$79.2K
SIM
882
Synergy Investment Management
Florida
$78K +$78K +475 New
WAG
883
Windsor Advisory Group
Ohio
$77.8K
CB
884
CNB Bank
Pennsylvania
$77.3K
TC
885
Trust Company
Kansas
$75.5K +$75.5K +460 New
CMP
886
Coston McIsaac & Partners
Maine
$75K
GKIM
887
GW&K Investment Management
Massachusetts
$69K +$41.9K +254 +155%
MG
888
MilWealth Group
Wisconsin
$68.5K
WA
889
WPG Advisers
Maryland
$68.1K +$68.1K +415 New
HBW
890
Hazlett, Burt & Watson
West Virginia
$68K +$326 +2 +0.5%
EK
891
Evensky & Katz
Florida
$68K +$331 +2 +0.5%
FFA
892
Frazier Financial Advisors
Ohio
$67.6K
BIG
893
Brooklyn Investment Group
New York
$66.2K +$66.2K +403 New
AT
894
Arlington Trust
Alabama
$65.2K +$65.2K +397 New
Loomis, Sayles & Company
895
Loomis, Sayles & Company
Massachusetts
$65K +$36.9K +226 +131%
SWA
896
SOA Wealth Advisors
New York
$64.7K -$30.5K -186 -32%
BMC
897
Bear Mountain Capital
Washington
$64.4K
FP
898
Financial Perspectives
Minnesota
$64.1K +$9.84K +60 +18%
RP
899
Rice Partnership
Hawaii
$61.6K
EPW
900
Endeavor Private Wealth
Kansas
$58.9K +$58.9K +359 New