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iShares Russell 2000 Value ETF

954 hedge funds and large institutions have $8.29B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 297 increasing their positions, 353 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

1.04% less ownership

Funds ownership: 76.91%75.87% (-1%)

2% less funds holding

Funds holding: 975954 (-21)

16% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 353

Holders
954
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$53.2M
Puts
$3.09M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
351
Evanson Asset Management
California
$1.01M
OC
352
Oppenheimer & Co
New York
$1.01M
Macquarie Group
353
Macquarie Group
Australia
$1.01M
VFA
354
Valeo Financial Advisors
Indiana
$997K
SAM
355
Smithbridge Asset Management
Pennsylvania
$995K
CFG
356
Citizens Financial Group
Rhode Island
$992K
FGG
357
Financial Guidance Group
Florida
$988K
HWM
358
HighMark Wealth Management
Minnesota
$975K
CWMP
359
Clarion Wealth Managment Partners
Virginia
$965K
BBPWM
360
Blue Bell Private Wealth Management
Pennsylvania
$962K
PWAM
361
Private Wealth Asset Management
Iowa
$962K
CI Investments Inc
362
CI Investments Inc
Ontario, Canada
$957K
FB
363
First Bancorp
Maine
$947K
ALA
364
Atlas Legacy Advisors
California
$943K
CIC
365
Carnegie Investment Counsel
Ohio
$941K
AWA
366
Arkadios Wealth Advisors
Georgia
$940K
HCMT
367
Highland Capital Management (Tennessee)
Tennessee
$939K
BWM
368
Brown Wealth Management
Illinois
$936K
SGCA
369
Steel Grove Capital Advisors
Tennessee
$929K
GFWA
370
Grey Fox Wealth Advisors
Delaware
$925K
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
$922K
NW
372
NewEdge Wealth
Pennsylvania
$909K
ACA
373
Affinity Capital Advisors
California
$902K
CGA
374
Crescent Grove Advisors
Illinois
$899K
HCM
375
Howland Capital Management
Massachusetts
$897K