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iShares Russell 2000 Value ETF

971 hedge funds and large institutions have $8.92B invested in iShares Russell 2000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 276 increasing their positions, 328 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 51

7% more capital invested

Capital invested by funds: $8.3B → $8.92B (+$622M)

1% more funds holding

Funds holding: 963971 (+8)

1.53% less ownership

Funds ownership: 75.92%74.39% (-1.5%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

16% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 328

67% less call options, than puts

Call options by funds: $26.8M | Put options by funds: $81.3M

Holders
971
Holders Change
+8
Holders Change %
+0.83%
% of All Funds
12.74%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.3%
New
80
Increased
276
Reduced
328
Closed
51
Calls
$26.8M
Puts
$81.3M
Net Calls
-$54.5M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
CCB
226
Country Club Bank
Missouri
$2.47M -$5.07K -30 -0.2%
Wealthfront Advisers
227
Wealthfront Advisers
California
$2.47M +$7.6K +45 +0.3%
WAP
228
Wealthcare Advisory Partners
Pennsylvania
$2.46M +$12.7K +75 +0.5%
FFA
229
First Foundation Advisors
California
$2.44M +$196K +1,163 +9%
SYBT
230
Stock Yards Bank & Trust
Kentucky
$2.44M +$188K +1,113 +9%
VW
231
Vance Wealth
California
$2.43M -$66.9K -396 -3%
HNB
232
Huntington National Bank
Ohio
$2.41M
RFC
233
Regions Financial Corp
Alabama
$2.4M -$18.7K -111 -0.8%
FTS
234
Fifth Third Securities
Ohio
$2.37M -$25K -148 -1%
MWM
235
Moran Wealth Management
Florida
$2.36M +$2.26M +13,374 New
HR
236
Hardy Reed
Mississippi
$2.35M
DWT
237
Dorsey & Whitney Trust
South Dakota
$2.35M
FWP
238
Falcon Wealth Planning
California
$2.33M -$118K -701 -5%
HCA
239
Harbor Capital Advisors
Illinois
$2.33M -$2.94M -17,411 -57%
KA
240
Klingman & Associates
New York
$2.29M
GRP
241
Global Retirement Partners
California
$2.27M -$21.3K -126 -1%
WTB
242
Washington Trust Bank
Washington
$2.26M
ML
243
McAdam LLC
Pennsylvania
$2.26M -$89.8K -532 -4%
TWM
244
Tradition Wealth Management
Minnesota
$2.21M -$4.9K -29 -0.2%
PIM
245
Penobscot Investment Management
Massachusetts
$2.18M +$256K +1,515 +14%
AFG
246
Allegheny Financial Group
Pennsylvania
$2.18M +$6.08K +36 +0.3%
TW
247
Towerpoint Wealth
California
$2.16M +$3.71K +22 +0.2%
QCG
248
Quadrant Capital Group
Ohio
$2.14M +$197K +1,165 +11%
SW
249
SkyOak Wealth
Michigan
$2.14M +$54.5K +323 +3%
BIA
250
BHK Investment Advisors
Alabama
$2.13M +$506 +3 +0%