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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
RZH
301
Relyea Zuckerberg Hanson
Connecticut
$1.49M
SCM
302
Stordahl Capital Management
Colorado
$1.47M
BMCM
303
Bryn Mawr Capital Management
Pennsylvania
$1.47M
RPGK
304
Retirement Planning Group (Kansas)
Kansas
$1.47M
AWA
305
Arkadios Wealth Advisors
Georgia
$1.47M
SIMC
306
Squire Investment Management Company
Utah
$1.45M
CWA
307
Cornerstone Wealth Advisors
Minnesota
$1.45M
LGG
308
Luts & Greenleigh Group
Maryland
$1.45M
LWCFA
309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.43M
CWM
310
Cornerstone Wealth Management
Missouri
$1.43M
GVAG
311
Great Valley Advisor Group
Delaware
$1.42M
HSA
312
HBK Sorce Advisory
Pennsylvania
$1.42M
LTL
313
Lowery Thomas LLC
California
$1.41M
FFL
314
Future Fund LLC
Illinois
$1.41M
ATC
315
Argent Trust Co
Tennessee
$1.39M
FFC
316
Frederick Financial Consultants
Maryland
$1.39M
AFG
317
Altiora Financial Group
Ohio
$1.38M
TRCT
318
Tower Research Capital (TRC)
New York
$1.37M
FTWA
319
Fifth Third Wealth Advisors
Ohio
$1.36M
EWA
320
Exencial Wealth Advisors
Oklahoma
$1.36M
GFA
321
Gallagher Fiduciary Advisors
Illinois
$1.36M
VC
322
Veery Capital
Delaware
$1.35M
MFC
323
Morris Financial Concepts
South Carolina
$1.32M
HCA
324
Harbour Capital Advisors
Virginia
$1.32M
MWM
325
Meridian Wealth Management
Kentucky
$1.3M