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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
PFWA
326
Paces Ferry Wealth Advisors
Georgia
$1.24M
PWP
327
Perfromance Wealth Partners
Illinois
$1.22M
6F
328
626 Financial
Michigan
$1.22M
CCA
329
Cobblestone Capital Advisors
New York
$1.21M
Capstone Investment Advisors
330
Capstone Investment Advisors
New York
$1.21M
ATPW
331
Ashton Thomas Private Wealth
Arizona
$1.2M
LI
332
LMCG Investments
Massachusetts
$1.2M
MA
333
Mutual Advisors
Nebraska
$1.19M
ACM
334
Ategra Capital Management
Virginia
$1.18M
AWA
335
Aletheian Wealth Advisors
Washington
$1.18M
I2I
336
Insight 2811 Inc
Illinois
$1.15M
ACA
337
Aptus Capital Advisors
Alabama
$1.14M
PP
338
PDS Planning
Ohio
$1.14M
EAM
339
Evanson Asset Management
California
$1.14M
VFA
340
Valeo Financial Advisors
Indiana
$1.12M
SAM
341
Smithbridge Asset Management
Pennsylvania
$1.11M
FGG
342
Financial Guidance Group
Florida
$1.11M
UCFA
343
United Capital Financial Advisors
Texas
$1.1M
JIR
344
James Investment Research
Ohio
$1.09M
PSP
345
Principal Street Partners
Tennessee
$1.09M
BBPWM
346
Blue Bell Private Wealth Management
Pennsylvania
$1.08M
CI Investments Inc
347
CI Investments Inc
Ontario, Canada
$1.07M
GFWA
348
Grey Fox Wealth Advisors
Delaware
$1.07M
HWM
349
HighMark Wealth Management
Minnesota
$1.07M
FB
350
First Bancorp
Maine
$1.06M