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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 %
SIM
126
SSI Investment Management
California
$8.79M +$4.72M +28,751 +116%
VNIM
127
Vaughan Nelson Investment Management
Texas
$8.78M -$100M -611,950 -92%
TWC
128
TD Waterhouse Canada
Ontario, Canada
$8.75M +$115K +703 +1%
FPAS
129
Focus Partners Advisor Solutions
Missouri
$8.66M +$3.16M +19,260 +58%
KCP
130
Kera Capital Partners
California
$8.65M +$8.65M +52,662 New
HSBC Holdings
131
HSBC Holdings
United Kingdom
$8.53M +$642K +3,911 +8%
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$8.47M -$58.6K -358 -0.7%
SCM
133
Shapiro Capital Management
Georgia
$8.43M -$12.7M -77,300 -60%
IC
134
IEQ Capital
California
$8.41M +$8.18M +49,839 +3,654%
State Street
135
State Street
Massachusetts
$8.36M -$230K -1,400 -3%
MWM
136
Marion Wealth Management
Pennsylvania
$7.95M +$103K +625 +1%
KAS
137
Kestra Advisory Services
Texas
$7.91M -$53.2K -324 -0.7%
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$7.65M -$189K -1,150 -2%
AI
139
Ariel Investments
Illinois
$7.62M +$5.11M +31,131 +204%
CAM
140
Cresset Asset Management
Illinois
$7.51M -$1.39M -8,450 -16%
OCM
141
One Capital Management
California
$7.34M -$1.87M -11,393 -20%
SF
142
Summit Financial
New Jersey
$7.16M +$5.21M +31,746 +267%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$7.05M -$130K -791 -2%
VCM
144
Viewpoint Capital Management
Washington
$7.02M +$522K +3,177 +8%
HWM
145
HB Wealth Management
Georgia
$6.84M -$55.5K -338 -0.8%
PLU
146
Performa Ltd (US)
South Carolina
$6.77M -$944K -5,750 -12%
VVP
147
Venture Visionary Partners
Ohio
$6.74M -$85.5K -521 -1%
CWA
148
CM Wealth Advisors
Ohio
$6.74M -$523K -3,184 -7%
CG
149
Corundum Group
Colorado
$6.73M -$273K -1,660 -4%
HBCM
150
Heron Bay Capital Management
Michigan
$6.47M -$4.6K -28 -0.1%
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