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iShares Russell 2000 Value ETF

962 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, 273 increasing their positions, 327 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)

17% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 327

67% less call options, than puts

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

Holders
962
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
Vanguard Group
276
Vanguard Group
Pennsylvania
$1.74M
MMHP
277
Murphy Middleton Hinkle & Parker
Georgia
$1.73M
BTI
278
Blue Trust Inc
Georgia
$1.72M
TWP
279
Total Wealth Planning
Ohio
$1.72M
PAS
280
Park Avenue Securities
New York
$1.72M
MFG
281
Merit Financial Group
Georgia
$1.69M
LBC
282
Lowe Brockenbrough & Co
Virginia
$1.68M
RFWA
283
RPg Family Wealth Advisory
Massachusetts
$1.67M
LB
284
Legacy Bridge
Iowa
$1.67M
FCP
285
Fidelis Capital Partners
Florida
$1.65M
MCM
286
MV Capital Management
Maryland
$1.65M
SWP
287
Stratos Wealth Partners
Ohio
$1.64M
AFA
288
American Financial Advisors
Georgia
$1.63M
AI
289
Atria Investments
North Carolina
$1.63M
WIM
290
WealthPlan Investment Management
Nebraska
$1.63M
IWC
291
Integrated Wealth Concepts
Massachusetts
$1.62M
Neuberger Berman Group
292
Neuberger Berman Group
New York
$1.62M
CAM
293
Cozad Asset Management
Illinois
$1.6M
SWM
294
SilverOak Wealth Management
Minnesota
$1.6M
GLLW
295
Graves Light Lenhart Wealth
Virginia
$1.6M
BAM
296
Berkshire Asset Management
Pennsylvania
$1.6M
FFA
297
Farther Finance Advisors
California
$1.55M
HSBC Holdings
298
HSBC Holdings
United Kingdom
$1.53M
SFG
299
Sterling Financial Group
California
$1.51M
SLT
300
St Louis Trust
Missouri
$1.5M