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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
HWM
351
HighMark Wealth Management
Minnesota
$1.07M
FB
352
First Bancorp
Maine
$1.06M
SFM
353
Systematic Financial Management
New Jersey
$1.04M
PWAM
354
Private Wealth Asset Management
Iowa
$1.04M
HCMT
355
Highland Capital Management (Tennessee)
Tennessee
$1.04M
CWMP
356
Clarion Wealth Managment Partners
Virginia
$1.03M
OC
357
Oppenheimer & Co
New York
$1.03M
BWM
358
Brown Wealth Management
Illinois
$1.02M
ACA
359
Anchor Capital Advisors
Massachusetts
$1.02M
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$1.01M
CGA
361
Crescent Grove Advisors
Illinois
$1.01M
HCM
362
Howland Capital Management
Massachusetts
$1.01M
NW
363
NewEdge Wealth
Pennsylvania
$1M
JPG
364
Jordan Park Group
California
$978K
EGA
365
E&G Advisors
Texas
$978K
IAN
366
Integrated Advisors Network
Texas
$975K
ACA
367
Affinity Capital Advisors
California
$975K
PFP
368
Pinnacle Financial Partners
Tennessee
$974K
RA
369
Rodgers & Associates
Pennsylvania
$974K
IA
370
IFP Advisors
Florida
$971K
VA
371
VestGen Advisors
Illinois
$963K
ALA
372
Atlas Legacy Advisors
California
$962K
SFA
373
Sequoia Financial Advisors
Ohio
$950K
PFP
374
Paragon Financial Partners
California
$944K
CFG
375
Citizens Financial Group
Rhode Island
$943K