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iShares Russell 2000 Value ETF

947 hedge funds and large institutions have $8.28B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 295 increasing their positions, 350 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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

8% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 65

2% less funds holding

Funds holding: 970947 (-23)

16% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 350

Holders
947
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
OC
351
Oppenheimer & Co
New York
$1.01M
Macquarie Group
352
Macquarie Group
Australia
$1.01M
VFA
353
Valeo Financial Advisors
Indiana
$997K
SAM
354
Smithbridge Asset Management
Pennsylvania
$995K
CFG
355
Citizens Financial Group
Rhode Island
$992K
FGG
356
Financial Guidance Group
Florida
$988K
HWM
357
HighMark Wealth Management
Minnesota
$975K
CWMP
358
Clarion Wealth Managment Partners
Virginia
$965K
BBPWM
359
Blue Bell Private Wealth Management
Pennsylvania
$962K
PWAM
360
Private Wealth Asset Management
Iowa
$962K
CI Investments Inc
361
CI Investments Inc
Ontario, Canada
$957K
FB
362
First Bancorp
Maine
$947K
ALA
363
Atlas Legacy Advisors
California
$943K
CIC
364
Carnegie Investment Counsel
Ohio
$941K
AWA
365
Arkadios Wealth Advisors
Georgia
$940K
HCMT
366
Highland Capital Management (Tennessee)
Tennessee
$939K
BWM
367
Brown Wealth Management
Illinois
$936K
SGCA
368
Steel Grove Capital Advisors
Tennessee
$929K
GFWA
369
Grey Fox Wealth Advisors
Delaware
$925K
MPWT
370
MassMutual Private Wealth & Trust
Connecticut
$922K
NW
371
NewEdge Wealth
Pennsylvania
$909K
ACA
372
Affinity Capital Advisors
California
$902K
CGA
373
Crescent Grove Advisors
Illinois
$899K
HCM
374
Howland Capital Management
Massachusetts
$897K
CIM
375
Confluence Investment Management
Missouri
$886K