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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 %
Twin Tree Management
1051
Twin Tree Management
Texas
– -$4.41M -26,418 Closed
Capital Fund Management (CFM)
1052
Capital Fund Management (CFM)
France
– -$3.46M -20,750 Closed
KHCM
1053
Kettle Hill Capital Management
New York
– -$2.57M -15,394 Closed
GC
1054
Guggenheim Capital
Illinois
– -$1.58M -9,455 Closed
SG Americas Securities
1055
SG Americas Securities
New York
– -$1.24M -7,451 Closed
HWM
1056
HighMark Wealth Management
Minnesota
– -$858K -5,141 Closed
ONB
1057
Old National Bancorp
Indiana
– -$739K -4,432 Closed
SWA
1058
Stratos Wealth Advisors
Ohio
– -$513K -3,077 Closed
CSPIA
1059
Cary Street Partners Investment Advisory
Virginia
– -$392K -2,350 Closed
FMI
1060
F/M Investments
District of Columbia
– -$348K -2,085 Closed
BIC
1061
Beach Investment Counsel
Pennsylvania
– -$347K -2,080 Closed
DAS
1062
Diversify Advisory Services
Utah
– -$344K -2,070 Closed
ARC
1063
Advisor Resource Council
Texas
– -$328K -1,969 Closed
GLA
1064
Good Life Advisors
Pennsylvania
– -$328K -1,964 Closed
PAM
1065
Palisade Asset Management
Minnesota
– -$298K -1,784 Closed
SWP
1066
Summit Wealth Partners
Florida
– -$297K -1,783 Closed
CAM
1067
CenterStar Asset Management
Illinois
– -$291K -1,744 Closed
NEI
1068
Northwest & Ethical Investments
Ontario, Canada
– -$284K -1,700 Closed
STA
1069
Summit Trail Advisors
New York
– -$278K -1,668 Closed
FIC
1070
FCG Investment Company
Tennessee
– -$271K -1,627 Closed
FCMA
1071
Foresight Capital Management Advisors
Michigan
– -$255K -1,528 Closed
RFM
1072
Royal Fund Management
Florida
– -$249K -1,491 Closed
CWM
1073
CCG Wealth Management
California
– -$247K -1,478 Closed
Thrivent Financial for Lutherans
1074
Thrivent Financial for Lutherans
Minnesota
– -$225K -1,350 Closed
RW
1075
REDW Wealth
New Mexico
– -$222K -1,330 Closed
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