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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 %
Jane Street
176
Jane Street
New York
$4.73M +$4.38M +26,673 +1,237%
Cambridge Investment Research Advisors
177
Cambridge Investment Research Advisors
Iowa
$4.72M -$148K -899 -3%
TAM
178
Titleist Asset Management
Texas
$4.64M +$230K +1,400 +5%
I
179
InvesTrust
Oklahoma
$4.59M +$4.59M +28,015 New
OFG
180
Oxford Financial Group
Indiana
$4.53M -$979K -5,965 -18%
FHB
181
First Hawaiian Bank
Hawaii
$4.52M +$2.51M +15,293 +125%
DSA
182
Droms Strauss Advisors
Missouri
$4.48M +$4.93K +30 +0.1%
FSWA
183
Financial Synergies Wealth Advisors
Texas
$4.45M +$23.1K +141 +0.5%
JFG
184
Jefferies Financial Group
New York
$4.43M +$1.96M +11,909 +79%
WIC
185
Whitegate Investment Counselors
New Hampshire
$4.4M +$493 +3 +0%
Ohio Public Employees Retirement System (OPERS)
186
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.33M -$3.43M -20,870 -44%
NSCM
187
New South Capital Management
Tennessee
$4.33M -$3.43M -20,870 -44%
NFW
188
Noble Family Wealth
Florida
$4.33M -$4.75K -29 -0.1%
BF
189
BOK Financial
Oklahoma
$4.31M -$85.1K -532 -2%
UAS
190
United Asset Strategies
New York
$4.3M +$87.8K +535 +2%
TAM
191
Tocqueville Asset Management
New York
$4.3M -$57.5K -350 -1%
LI
192
Leeward Investments
Massachusetts
$4.27M -$3.47M -21,112 -45%
IIC
193
Integrated Investment Consultants
Michigan
$4.26M +$1.09M +6,645 +34%
HI
194
Harbour Investments
Wisconsin
$4.22M +$74.9K +456 +2%
SC
195
Sierra Capital
Florida
$4.12M -$223K -1,360 -5%
KPWS
196
Kestra Private Wealth Services
Texas
$4.06M -$7.81M -47,603 -66%
BFS
197
Bare Financial Services
Pennsylvania
$3.97M -$80.9K -493 -2%
IFA
198
Interactive Financial Advisors
Illinois
$3.95M +$28.7K +175 +0.7%
PFBT
199
Parkside Financial Bank & Trust
Missouri
$3.94M -$205K -1,246 -5%
MCCA
200
Mill Creek Capital Advisors
Pennsylvania
$3.94M – – –
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8
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