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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
RPGK
301
Retirement Planning Group (Kansas)
Kansas
$1.47M
AWA
302
Arkadios Wealth Advisors
Georgia
$1.47M
SIMC
303
Squire Investment Management Company
Utah
$1.45M
CWA
304
Cornerstone Wealth Advisors
Minnesota
$1.45M
LGG
305
Luts & Greenleigh Group
Maryland
$1.45M
LWCFA
306
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.43M
CWM
307
Cornerstone Wealth Management
Missouri
$1.43M
GVAG
308
Great Valley Advisor Group
Delaware
$1.42M
HSA
309
HBK Sorce Advisory
Pennsylvania
$1.42M
LTL
310
Lowery Thomas LLC
California
$1.41M
FFL
311
Future Fund LLC
Illinois
$1.41M
ATC
312
Argent Trust Co
Tennessee
$1.39M
FFC
313
Frederick Financial Consultants
Maryland
$1.39M
AFG
314
Altiora Financial Group
Ohio
$1.38M
TRCT
315
Tower Research Capital (TRC)
New York
$1.37M
FTWA
316
Fifth Third Wealth Advisors
Ohio
$1.36M
EWA
317
Exencial Wealth Advisors
Oklahoma
$1.36M
GFA
318
Gallagher Fiduciary Advisors
Illinois
$1.36M
VC
319
Veery Capital
Delaware
$1.35M
MFC
320
Morris Financial Concepts
South Carolina
$1.32M
HCA
321
Harbour Capital Advisors
Virginia
$1.32M
MWM
322
Meridian Wealth Management
Kentucky
$1.3M
PAI
323
Pittenger & Anderson Inc
Nebraska
$1.26M
EAM
324
Eukles Asset Management
Ohio
$1.24M
UB
325
UMB Bank
Missouri
$1.24M