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