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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 %
CM
101
Churchill Management
California
$12.4M 75,474 -3,612 -5%
Creative Planning
102
Creative Planning
Kansas
$12.3M 74,778 -2,359 -3%
HWA
103
Hillcrest Wealth Advisors
New Jersey
$11.9M 72,705 +275 +0.4%
Kovitz Investment Group Partners
104
Kovitz Investment Group Partners
Illinois
$11.2M 67,918 +2,168 +3%
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$11.1M 67,679 -1,982 -3%
EWA
106
EP Wealth Advisors
California
$11M 67,269 -114 -0.2%
WANY
107
Wealthspire Advisors (New York)
New York
$10.8M 65,610 +3,543 +6%
SCG
108
Sonata Capital Group
Washington
$10.7M 65,351 -328 -0.5%
HIA
109
Harbor Investment Advisory
Maryland
$10.3M 62,993 -601 -0.9%
Franklin Resources
110
Franklin Resources
California
$10.3M 62,909 -730 -1%
LFWA
111
LBJ Family Wealth Advisors
Texas
$10.2M 62,278 -592 -0.9%
KeyBank National Association
112
KeyBank National Association
Ohio
$10.1M 61,479 +474 +0.8%
Stifel Financial
113
Stifel Financial
Missouri
$10.1M 61,466 +9,603 +19%
GT
114
Glenmede Trust
Pennsylvania
$10M 60,934 -2,144 -3%
AssetMark Inc
115
AssetMark Inc
California
$9.91M 60,373 +7,211 +14%
AF
116
Allworth Financial
California
$9.85M 58,695 +4,706 +9%
RFA
117
RTD Financial Advisors
Pennsylvania
$9.81M 59,745 -344 -0.6%
CM
118
Castleark Management
Illinois
$9.67M 58,880 -33,500 -36%
CWC
119
Carolinas Wealth Consulting
North Carolina
$9.52M 58,009 -176 -0.3%
FWM
120
FSA Wealth Management
Massachusetts
$9.47M 57,678 +119 +0.2%
Two Sigma Investments
121
Two Sigma Investments
New York
$9.44M 57,500 +49,700 +637%
Boston Partners
122
Boston Partners
Massachusetts
$9.14M 55,340 +39,096 +241%
FHA
123
First Horizon Advisors
Tennessee
$9.08M 55,295 -1,499 -3%
William Blair & Company
124
William Blair & Company
Illinois
$8.84M 53,831 -8,704 -14%
RA
125
Royce & Associates
New York
$8.81M 53,691 -27,652 -34%
3 4
5
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