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iShares Russell 2000 Value ETF

952 hedge funds and large institutions have $8.89B invested in iShares Russell 2000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 267 increasing their positions, 326 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: 267 | Existing positions reduced: 326

67% less call options, than puts

Call options by funds: $26.8M | Put options by funds: $81.3M

Holders
952
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
FBFS
401
First Business Financial Services
Wisconsin
$814K
MMA
402
Miracle Mile Advisors
California
$813K
GPA
403
Guidance Point Advisors
Massachusetts
$809K
BFC
404
Bedel Financial Consulting
Indiana
$803K
NW
405
Naviter Wealth
Arkansas
$785K
FCM
406
Firestone Capital Management
Florida
$782K
SAM
407
Smartleaf Asset Management
Massachusetts
$780K
EWM
408
Evercore Wealth Management
New York
$778K
KWM
409
Kingsview Wealth Management
Oregon
$776K
CWM
410
Connecticut Wealth Management
Connecticut
$776K
BC
411
Bricktown Capital
Michigan
$775K
AA
412
Auxano Advisors
Washington
$766K
WFS
413
Widmann Financial Services
Maryland
$765K
BBHC
414
Brown Brothers Harriman & Co
New York
$759K
CPA
415
Cardiff Park Advisors
California
$749K
EW
416
Evoke Wealth
California
$748K
MFG
417
Magnus Financial Group
New York
$740K
RIA
418
Retirement Investment Advisors
Oklahoma
$740K
PA
419
Pinnacle Associates
New York
$739K
FNBT
420
FineMark National Bank & Trust
Florida
$738K
BSTWA
421
Blake Schutter Theil Wealth Advisors
Ohio
$735K
DTC
422
Davidson Trust Company
Washington
$732K
NRI
423
NFP Retirement Inc
California
$727K
AC
424
Apella Capital
Connecticut
$725K
FG
425
Foster Group
Iowa
$722K