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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 %
SA
151
Sanctuary Advisors
Indiana
$6.39M +$551K +3,259 +9%
TD Asset Management
152
TD Asset Management
Ontario, Canada
$6.31M -$1.06M -6,434 -14%
ACB
153
Aristotle Capital Boston
Massachusetts
$6.19M -$1.09M -6,662 -15%
HCA
154
Heck Capital Advisors
Wisconsin
$6.17M +$5.98M +36,416 +3,094%
EARNEST Partners
155
EARNEST Partners
Georgia
$6.02M +$3.49M +21,234 +138%
LA
156
LWM Advisors
California
$5.94M +$5.94M +36,179 New
AAS
157
Avantax Advisory Services
Texas
$5.92M +$1.35M +8,217 +30%
CWM
158
Congress Wealth Management
Massachusetts
$5.88M -$175K -1,063 -3%
HW
159
Hancock Whitney
Mississippi
$5.82M +$284K +1,732 +5%
ITB
160
Idaho Trust Bank
Idaho
$5.82M +$1.02M +6,235 +21%
APP
161
Avantax Planning Partners
Iowa
$5.76M -$477K -2,903 -8%
IFO
162
Independent Family Office
New York
$5.74M – – –
BCM
163
Brookstone Capital Management
Illinois
$5.67M -$1.29M -7,874 -19%
MML Investors Services
164
MML Investors Services
Massachusetts
$5.58M +$762K +4,642 +16%
OFS
165
Oldfather Financial Services
Nebraska
$5.56M +$4.6K +28 +0.1%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$5.56M +$678K +4,132 +14%
WB
167
WesBanco Bank
West Virginia
$5.49M -$93.7K -571 -2%
SBH
168
Segall Bryant & Hamill
Illinois
$5.44M +$268K +1,632 +5%
XF
169
XML Financial
Maryland
$5.29M +$75.8K +462 +1%
NFC
170
Northeast Financial Consultants
Connecticut
$5.25M +$1.48K +9 +0%
Natixis Advisors
171
Natixis Advisors
Massachusetts
$5.18M -$18.2M -110,778 -78%
SMH
172
Sanders Morris Harris
Texas
$5.18M +$5.18M +31,555 New
BF
173
Brooklyn FI
New York
$5.15M -$178K -1,082 -3%
MAM
174
MMA Asset Management
Pennsylvania
$5.04M -$12.3M -74,888 -71%
MAM
175
McLean Asset Management
Virginia
$4.85M +$43K +262 +0.9%
5 6
7
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