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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 %
PAG
201
Private Advisor Group
New Jersey
$3.9M -$31.5K -192 -0.8%
NA
202
NewEdge Advisors
Louisiana
$3.9M +$517K +3,147 +15%
FWMP
203
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.89M +$3.89M +23,688 New
EH
204
Equitable Holdings
New York
$3.77M -$76.2K -464 -2%
CPBTD
205
Central Pacific Bank - Trust Division
Hawaii
$3.77M +$1.9M +11,585 +102%
RWP
206
RWA Wealth Partners
Massachusetts
$3.76M +$59.6K +363 +2%
CHC
207
City Holding Co
West Virginia
$3.75M +$126K +765 +3%
HCA
208
Harbor Capital Advisors
Illinois
$3.74M -$3.64M -22,172 -49%
BCIM
209
Bishop & Co Investment Management
Pennsylvania
$3.74M -$8.54K -52 -0.2%
William Blair Investment Management
210
William Blair Investment Management
Illinois
$3.66M +$3.66M +22,315 New
VW
211
Vance Wealth
California
$3.64M -$46.5K -283 -1%
FWMM
212
Foundation Wealth Management (Missouri)
Missouri
$3.64M -$62.9K -383 -2%
FCI
213
Financial Counselors Inc
Kansas
$3.53M +$32K +195 +0.9%
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
$3.46M +$267K +1,629 +8%
TSS
215
Two Sigma Securities
New York
$3.44M +$2.87M +17,470 +499%
AB
216
Atlas Brown
Kentucky
$3.41M -$5.91K -36 -0.2%
NWM
217
Northwest Wealth Management
Iowa
$3.41M -$41.4K -252 -1%
FGA
218
Fortis Group Advisors
New Jersey
$3.4M +$43.8K +267 +1%
BIM
219
Bridges Investment Management
Nebraska
$3.39M – – –
SFS
220
Sowell Financial Services
Arkansas
$3.37M +$262K +1,595 +8%
TYCC
221
Texas Yale Capital Corp
Florida
$3.28M – – –
PP
222
Prosperity Planning
Missouri
$3.26M -$370K -2,255 -10%
SFM
223
Systematic Financial Management
New Jersey
$3.26M +$1.86M +11,313 +133%
SCM
224
Sterling Capital Management
North Carolina
$3.25M +$729K +4,439 +29%
OMC
225
Old Mission Capital
Illinois
$3.07M +$2.61M +15,895 +568%
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