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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
GFWA
351
Grey Fox Wealth Advisors
Delaware
$1.07M
HWM
352
HighMark Wealth Management
Minnesota
$1.07M
FB
353
First Bancorp
Maine
$1.06M
SFM
354
Systematic Financial Management
New Jersey
$1.04M
PWAM
355
Private Wealth Asset Management
Iowa
$1.04M
HCMT
356
Highland Capital Management (Tennessee)
Tennessee
$1.04M
CWMP
357
Clarion Wealth Managment Partners
Virginia
$1.03M
OC
358
Oppenheimer & Co
New York
$1.03M
BWM
359
Brown Wealth Management
Illinois
$1.02M
ACA
360
Anchor Capital Advisors
Massachusetts
$1.02M
MPWT
361
MassMutual Private Wealth & Trust
Connecticut
$1.01M
CGA
362
Crescent Grove Advisors
Illinois
$1.01M
HCM
363
Howland Capital Management
Massachusetts
$1.01M
NW
364
NewEdge Wealth
Pennsylvania
$1M
JPG
365
Jordan Park Group
California
$978K
EGA
366
E&G Advisors
Texas
$978K
IAN
367
Integrated Advisors Network
Texas
$975K
ACA
368
Affinity Capital Advisors
California
$975K
PFPT
369
Pinnacle Financial Partners (Tennessee)
Tennessee
$974K
RA
370
Rodgers & Associates
Pennsylvania
$974K
IA
371
IFP Advisors
Florida
$971K
VA
372
VestGen Advisors
Illinois
$963K
ALA
373
Atlas Legacy Advisors
California
$962K
SFA
374
Sequoia Financial Advisors
Ohio
$950K
PFP
375
Paragon Financial Partners
California
$944K