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iShares Russell 2000 Value ETF

958 hedge funds and large institutions have $8.91B invested in iShares Russell 2000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 269 increasing their positions, 328 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

18% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 328

67% less call options, than puts

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

Holders
958
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.8M
Puts
$81.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
226
Wealthfront Advisers
California
$2.47M
WAP
227
Wealthcare Advisory Partners
Pennsylvania
$2.46M
FFA
228
First Foundation Advisors
California
$2.44M
SYBT
229
Stock Yards Bank & Trust
Kentucky
$2.44M
VW
230
Vance Wealth
California
$2.43M
HNB
231
Huntington National Bank
Ohio
$2.41M
RFC
232
Regions Financial Corp
Alabama
$2.4M
FTS
233
Fifth Third Securities
Ohio
$2.37M
MWM
234
Moran Wealth Management
Florida
$2.36M
HR
235
Hardy Reed
Mississippi
$2.35M
DWT
236
Dorsey & Whitney Trust
South Dakota
$2.35M
FWP
237
Falcon Wealth Planning
California
$2.33M
HCA
238
Harbor Capital Advisors
Illinois
$2.33M
KA
239
Klingman & Associates
New York
$2.29M
GRP
240
Global Retirement Partners
California
$2.27M
WTB
241
Washington Trust Bank
Washington
$2.26M
ML
242
McAdam LLC
Pennsylvania
$2.26M
TWM
243
Tradition Wealth Management
Minnesota
$2.21M
PIM
244
Penobscot Investment Management
Massachusetts
$2.18M
AFG
245
Allegheny Financial Group
Pennsylvania
$2.18M
TW
246
Towerpoint Wealth
California
$2.16M
QCG
247
Quadrant Capital Group
Ohio
$2.14M
SW
248
SkyOak Wealth
Michigan
$2.14M
BIA
249
BHK Investment Advisors
Alabama
$2.13M
FMII
250
Farmers & Merchants Investments Inc
Nebraska
$2.1M