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iShares Russell 2000 Value ETF

953 hedge funds and large institutions have $8.29B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 296 increasing their positions, 353 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

1.05% less ownership

Funds ownership: 76.86%75.82% (-1%)

2% less funds holding

Funds holding: 973953 (-20)

16% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 353

Holders
953
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$53.2M
Puts
$3.09M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FGA
251
Fortis Group Advisors
New Jersey
$1.9M
FMII
252
Farmers & Merchants Investments Inc
Nebraska
$1.87M
SW
253
SkyOak Wealth
Michigan
$1.85M
MLA
254
MB, Levis & Associates
Pennsylvania
$1.85M
PWS
255
Peloton Wealth Strategists
Indiana
$1.78M
Vanguard Group
256
Vanguard Group
Pennsylvania
$1.77M
ASN
257
Advisory Services Network
Georgia
$1.77M
FWP
258
FAS Wealth Partners
Kansas
$1.75M
RC
259
Roundview Capital
New Jersey
$1.74M
QCG
260
Quadrant Capital Group
Ohio
$1.73M
SCA
261
Snowden Capital Advisors
New York
$1.72M
TA
262
TFB Advisors
Kansas
$1.71M
PIM
263
Penobscot Investment Management
Massachusetts
$1.71M
Capstone Investment Advisors
264
Capstone Investment Advisors
New York
$1.7M
LBC
265
Lowe Brockenbrough & Co
Virginia
$1.67M
WDG
266
Wealth Dimensions Group
Ohio
$1.67M
JFG
267
JMG Financial Group
Illinois
$1.66M
CCA
268
Checchi Capital Advisers
California
$1.65M
ST
269
Sageworth Trust
Pennsylvania
$1.64M
Qube Research & Technologies (QRT)
270
Qube Research & Technologies (QRT)
United Kingdom
$1.64M
MWM
271
Modern Wealth Management
Kansas
$1.63M
AFA
272
American Financial Advisors
Georgia
$1.63M
SWM
273
Shakespeare Wealth Management
Wisconsin
$1.62M
BTI
274
Blue Trust Inc
Georgia
$1.62M
WPWM
275
Windward Private Wealth Management
Kansas
$1.58M