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iShares Russell 2000 Value ETF

958 hedge funds and large institutions have $8.91B invested in iShares Russell 2000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 269 increasing their positions, 328 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: 269 | Existing positions reduced: 328

67% less call options, than puts

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

Holders
958
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
SCM
301
Stordahl Capital Management
Colorado
$1.47M
BMCM
302
Bryn Mawr Capital Management
Pennsylvania
$1.47M
RPGK
303
Retirement Planning Group (Kansas)
Kansas
$1.47M
AWA
304
Arkadios Wealth Advisors
Georgia
$1.47M
SIMC
305
Squire Investment Management Company
Utah
$1.45M
CWA
306
Cornerstone Wealth Advisors
Minnesota
$1.45M
LGG
307
Luts & Greenleigh Group
Maryland
$1.45M
LWCFA
308
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.43M
CWM
309
Cornerstone Wealth Management
Missouri
$1.43M
GVAG
310
Great Valley Advisor Group
Delaware
$1.42M
HSA
311
HBK Sorce Advisory
Pennsylvania
$1.42M
LTL
312
Lowery Thomas LLC
California
$1.41M
FFL
313
Future Fund LLC
Illinois
$1.41M
ATC
314
Argent Trust Co
Tennessee
$1.39M
FFC
315
Frederick Financial Consultants
Maryland
$1.39M
AFG
316
Altiora Financial Group
Ohio
$1.38M
TRCT
317
Tower Research Capital (TRC)
New York
$1.37M
FTWA
318
Fifth Third Wealth Advisors
Ohio
$1.36M
EWA
319
Exencial Wealth Advisors
Oklahoma
$1.36M
GFA
320
Gallagher Fiduciary Advisors
Illinois
$1.36M
VC
321
Veery Capital
Delaware
$1.35M
MFC
322
Morris Financial Concepts
South Carolina
$1.32M
HCA
323
Harbour Capital Advisors
Virginia
$1.32M
MWM
324
Meridian Wealth Management
Kentucky
$1.3M
PAI
325
Pittenger & Anderson Inc
Nebraska
$1.26M