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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.

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

Top Sellers

1
SV
1
Starboard Value
New York
$0
2
ECG
2
Edge Capital Group
Georgia
$937K
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$8.78M
4
US Bancorp
4
US Bancorp
Minnesota
$63.7M
5
FWI
5
Facet Wealth Inc
Maryland
$43.3M
Name Market Value Shares Shares
Change 		Shares
Change %
NAS
1076
Nicolet Advisory Services
Wisconsin
– – -1,328 Closed
NFG
1077
Nations Financial Group
Iowa
– – -1,280 Closed
FA
1078
Flagstar Advisors
New York
– – -1,249 Closed
SRL
1079
Scientech Research LLC
New Jersey
– – -1,247 Closed
GAM
1080
Griffin Asset Management
New York
– – -1,216 Closed
IIC
1081
Ironwood Investment Counsel
Arizona
– – -1,213 Closed
S
1082
Sunpointe
Missouri
– – -1,200 Closed
NRC
1083
New Republic Capital
North Carolina
– – -1,159 Closed
PCMC
1084
Private Capital Management (Colorado)
Colorado
– – -1,005 Closed
PS
1085
Planned Solutions
California
– – -913 Closed
GJWM
1086
Gilliland Jeter Wealth Management
Arkansas
– – -649 Closed
MA
1087
Montag & Associates
Georgia
– – -535 Closed
NFA
1088
Northwest Financial Advisors
Virginia
– – -501 Closed
APC
1089
Aspire Private Capital
North Carolina
– – -440 Closed
JIP
1090
Jaffetilchin Investment Partners
Florida
– – -191 Closed
AFG
1091
Albion Financial Group
Utah
– – -146 Closed
CA
1092
Centerpoint Advisors
Massachusetts
– – -135 Closed
CPA
1093
Clear Point Advisors
New York
– – -117 Closed
MIA
1094
MeadowBrook Investment Advisors
Michigan
– – -11 Closed
BWP
1095
Baldwin Wealth Partners
Massachusetts
– – -7 Closed
CPA
1096
Capital Performance Advisors
California
– – -6 Closed
S
1097
Sachetta
Massachusetts
– – -3 Closed
GS
1098
GTS Securities
New York
– – – –
GWSA
1099
Global Wealth Strategies & Associates
Colorado
– – – –
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