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iShares Russell 2000 Value ETF

964 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, 275 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)

16% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 327

67% less call options, than puts

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

Holders
964
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
PAI
326
Pittenger & Anderson Inc
Nebraska
$1.26M
EAM
327
Eukles Asset Management
Ohio
$1.24M
UB
328
UMB Bank
Missouri
$1.24M
PFWA
329
Paces Ferry Wealth Advisors
Georgia
$1.24M
PWP
330
Perfromance Wealth Partners
Illinois
$1.22M
6F
331
626 Financial
Michigan
$1.22M
CCA
332
Cobblestone Capital Advisors
New York
$1.21M
Capstone Investment Advisors
333
Capstone Investment Advisors
New York
$1.21M
ATPW
334
Ashton Thomas Private Wealth
Arizona
$1.2M
LI
335
LMCG Investments
Massachusetts
$1.2M
MA
336
Mutual Advisors
Nebraska
$1.19M
ACM
337
Ategra Capital Management
Virginia
$1.18M
AWA
338
Aletheian Wealth Advisors
Washington
$1.18M
I2I
339
Insight 2811 Inc
Illinois
$1.15M
ACA
340
Aptus Capital Advisors
Alabama
$1.14M
PP
341
PDS Planning
Ohio
$1.14M
EAM
342
Evanson Asset Management
California
$1.14M
VFA
343
Valeo Financial Advisors
Indiana
$1.12M
SAM
344
Smithbridge Asset Management
Pennsylvania
$1.11M
FGG
345
Financial Guidance Group
Florida
$1.11M
UCFA
346
United Capital Financial Advisors
Texas
$1.1M
JIR
347
James Investment Research
Ohio
$1.09M
PSP
348
Principal Street Partners
Tennessee
$1.09M
BBPWM
349
Blue Bell Private Wealth Management
Pennsylvania
$1.08M
CI Investments Inc
350
CI Investments Inc
Ontario, Canada
$1.07M