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iShares Russell 2000 Value ETF

958 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, 270 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)

17% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 327

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
DI
376
Disciplined Investments
Oklahoma
$942K
CAL
377
Capital Analysts LLC
Pennsylvania
$938K
NSIM
378
North Star Investment Management
Illinois
$936K
CANC
379
Culbertson A N & Co
Virginia
$921K
MAM
380
MMA Asset Management
Pennsylvania
$910K
MA
381
Maxele Advisors
Missouri
$907K
BCM
382
Becker Capital Management
Oregon
$907K
OSAM
383
O'Shaughnessy Asset Management
Connecticut
$902K
CFB
384
Cullen/Frost Bankers
Texas
$895K
SCM
385
SOL Capital Management
Maryland
$895K
CFP
386
Cascade Financial Partners
California
$890K
COFSG
387
Carbahal Olsen Financial Services Group
California
$884K
BJL
388
Brighton Jones LLC
Washington
$879K
VCS
389
Vaughan & Co Securities
New Jersey
$879K
MAM
390
MWA Asset Management
Massachusetts
$864K
HCC
391
Hirtle Callaghan & Co
Pennsylvania
$862K
CIC
392
Carnegie Investment Counsel
Ohio
$862K
GCM
393
Gables Capital Management
Florida
$858K
RB
394
Renasant Bank
Mississippi
$855K
ATI
395
ARK & TLK Investments
Oklahoma
$849K
AWM
396
Arista Wealth Management
Nevada
$849K
DIS
397
Diversified Investment Strategies
Louisiana
$848K
CFFP
398
Center for Financial Planning
Michigan
$842K
OCG
399
Opus Capital Group
Ohio
$834K
RCAG
400
Rehmann Capital Advisory Group
Michigan
$833K