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iShares Russell 2000 Value ETF

952 hedge funds and large institutions have $8.89B invested in iShares Russell 2000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 267 increasing their positions, 326 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: 267 | Existing positions reduced: 326

67% less call options, than puts

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

Holders
952
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
BTI
276
Blue Trust Inc
Georgia
$1.72M
TWP
277
Total Wealth Planning
Ohio
$1.72M
PAS
278
Park Avenue Securities
New York
$1.72M
MFG
279
Merit Financial Group
Georgia
$1.69M
LBC
280
Lowe Brockenbrough & Co
Virginia
$1.68M
RFWA
281
RPg Family Wealth Advisory
Massachusetts
$1.67M
LB
282
Legacy Bridge
Iowa
$1.67M
FCP
283
Fidelis Capital Partners
Florida
$1.65M
SWP
284
Stratos Wealth Partners
Ohio
$1.64M
AFA
285
American Financial Advisors
Georgia
$1.63M
AI
286
Atria Investments
North Carolina
$1.63M
WIM
287
WealthPlan Investment Management
Nebraska
$1.63M
IWC
288
Integrated Wealth Concepts
Massachusetts
$1.62M
Neuberger Berman Group
289
Neuberger Berman Group
New York
$1.62M
CAM
290
Cozad Asset Management
Illinois
$1.6M
SWM
291
SilverOak Wealth Management
Minnesota
$1.6M
GLLW
292
Graves Light Lenhart Wealth
Virginia
$1.6M
BAM
293
Berkshire Asset Management
Pennsylvania
$1.6M
FFA
294
Farther Finance Advisors
California
$1.55M
HSBC Holdings
295
HSBC Holdings
United Kingdom
$1.53M
SFG
296
Sterling Financial Group
California
$1.51M
SLT
297
St Louis Trust
Missouri
$1.5M
RZH
298
Relyea Zuckerberg Hanson
Connecticut
$1.49M
SCM
299
Stordahl Capital Management
Colorado
$1.47M
BMCM
300
Bryn Mawr Capital Management
Pennsylvania
$1.47M