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iShares Russell 2000 Value ETF
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Overview Fund Activity

1,043 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, 319 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,043
Holders Change
+78
Holders Change %
+8.08%
% of All Funds
13.89%
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
319
Closed
52
Calls
$89.5M
Puts
$24.4M
Net Calls
+$65.1M
Net Calls Change
-$57M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.1B
2
Morgan Stanley
Morgan Stanley
New York
$900M
3
Victory Capital Management
Victory Capital Management
Texas
$88.3M
4
Wells Fargo
Wells Fargo
California
$167M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$42.8M

Top Sellers

1
SV
Starboard Value
New York
$0
2
ECG
Edge Capital Group
Georgia
$937K
3
VNIM
Vaughan Nelson Investment Management
Texas
$8.78M
4
US Bancorp
US Bancorp
Minnesota
$63.7M
5
FWI
Facet Wealth Inc
Maryland
$43.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MEG
1026
Millstone Evans Group
Colorado
$2.63K +$2.63K +16 New
CIM
1027
Contravisory Investment Management
Massachusetts
$2.46K +$2.46K +15 New
NRG
1028
Nemes Rush Group
Michigan
$2.3K -$9.36K -57 -80%
SWC
1029
Spectrum Wealth Counsel
Indiana
$2.14K – – –
T
1030
Transce3nd
Texas
$2.13K +$2.13K +13 New
QC
1031
Quent Capital
New York
$1.82K +$1.82K +11 New
PWM
1032
Provident Wealth Management
Tennessee
$1.81K – – –
KBFS
1033
Kohmann Bosshard Financial Services
Ohio
$1.64K +$1.64K +10 New
MHR
1034
Matthew Hamilton Rosenberg
$1.48K – – –
OA
1035
Operose Advisors
Wisconsin
$1.15K – – –
CAWM
1036
Capital A Wealth Management
Pennsylvania
$1.15K +$1.15K +7 New
WCM
1037
Westend Capital Management
California
$985 – – –
CWP
1038
Concord Wealth Partners
Virginia
$861 – – –
PMIM
1039
Prudent Man Investment Management
Colorado
$821 +$821 +5 New
DF
1040
Dunhill Financial
United Kingdom
$665 – – –
WAS
1041
Winch Advisory Services
Wisconsin
$664 – – –
BIA
1042
Bell Investment Advisors
California
$657 – – –
SAM
1043
Synergy Asset Management
Washington
$543 +$543 +3 New
NS
1044
NBC Securities
Alabama
$478 -$678K -2,835 -100%
PWMG
1045
Prestige Wealth Management Group
New Jersey
$329 – – –
SV
1046
Starboard Value
New York
– -$226M -1,355,000 Closed
IAIM
1047
International Assets Investment Management
Florida
– -$905 -150,960 Closed
SAS
1048
SMI Advisory Services
Indiana
– -$10.8M -65,470 Closed
QC
1049
Quadrature Capital
United Kingdom
– -$9.2M -55,133 Closed
D.E. Shaw & Co
1050
D.E. Shaw & Co
New York
– -$6.36M -38,149 Closed
40 41
42
43 44