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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
SFM
351
Systematic Financial Management
New Jersey
$1.04M
PWAM
352
Private Wealth Asset Management
Iowa
$1.04M
HCMT
353
Highland Capital Management (Tennessee)
Tennessee
$1.04M
CWMP
354
Clarion Wealth Managment Partners
Virginia
$1.03M
OC
355
Oppenheimer & Co
New York
$1.03M
BWM
356
Brown Wealth Management
Illinois
$1.02M
ACA
357
Anchor Capital Advisors
Massachusetts
$1.02M
MPWT
358
MassMutual Private Wealth & Trust
Connecticut
$1.01M
CGA
359
Crescent Grove Advisors
Illinois
$1.01M
HCM
360
Howland Capital Management
Massachusetts
$1.01M
NW
361
NewEdge Wealth
Pennsylvania
$1M
JPG
362
Jordan Park Group
California
$978K
EGA
363
E&G Advisors
Texas
$978K
IAN
364
Integrated Advisors Network
Texas
$975K
ACA
365
Affinity Capital Advisors
California
$975K
PFP
366
Pinnacle Financial Partners
Tennessee
$974K
RA
367
Rodgers & Associates
Pennsylvania
$974K
VA
368
VestGen Advisors
Illinois
$963K
ALA
369
Atlas Legacy Advisors
California
$962K
SFA
370
Sequoia Financial Advisors
Ohio
$950K
PFP
371
Paragon Financial Partners
California
$944K
CFG
372
Citizens Financial Group
Rhode Island
$943K
DI
373
Disciplined Investments
Oklahoma
$942K
CAL
374
Capital Analysts LLC
Pennsylvania
$938K
NSIM
375
North Star Investment Management
Illinois
$936K