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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
FMII
251
Farmers & Merchants Investments Inc
Nebraska
$2.1M
MLA
252
MB, Levis & Associates
Pennsylvania
$2.08M +$7.93K +47 +0.4%
FWP
253
FAS Wealth Partners
Kansas
$2.07M +$101K +601 +5%
DC
254
Davenport & Co
Virginia
$2.07M +$1.51M +8,938 +325%
Susquehanna International Group
255
Susquehanna International Group
Pennsylvania
$2.07M -$18M -106,338 -90%
PA
256
Parallel Advisors
California
$2.04M +$277K +1,638 +17%
ASN
257
Advisory Services Network
Georgia
$2.03M +$73.4K +435 +4%
SPIA
258
Steward Partners Investment Advisory
New York
$2.02M +$490K +2,904 +34%
VF
259
Vawter Financial
Ohio
$2M +$1.91M +11,333 New
TA
260
TFB Advisors
Kansas
$1.97M +$17.1K +101 +0.9%
SCA
261
Snowden Capital Advisors
New York
$1.93M
P
262
&Partners
Tennessee
$1.92M +$302K +1,789 +20%
WSFS
263
Wilmington Savings Fund Society
Delaware
$1.92M -$32.7M -193,606 -95%
RC
264
Roundview Capital
New Jersey
$1.9M -$50.6K -300 -3%
EF
265
Empowered Funds
Pennsylvania
$1.9M +$215K +1,272 +13%
PWS
266
Peloton Wealth Strategists
Indiana
$1.89M -$96.9K -574 -5%
JFG
267
JMG Financial Group
Illinois
$1.89M +$24.6K +146 +1%
PCM
268
Pointe Capital Management
Michigan
$1.85M +$299K +1,770 +20%
NL
269
NWAM LLC
Washington
$1.81M +$83.9K +497 +5%
WDG
270
Wealth Dimensions Group
Ohio
$1.8M -$59.6K -353 -3%
First Manhattan
271
First Manhattan
New York
$1.79M +$158K +938 +10%
SWM
272
Shakespeare Wealth Management
Wisconsin
$1.79M -$32.1K -190 -2%
AUB
273
Atlantic Union Bankshares
Virginia
$1.77M +$440K +2,607 +35%
WPWM
274
Windward Private Wealth Management
Kansas
$1.77M -$8.1K -48 -0.5%
WAS
275
Wealth Advisory Solutions
Indiana
$1.76M +$116K +688 +7%