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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
GI
426
GAMCO Investors
Connecticut
$720K
Bessemer Group
427
Bessemer Group
New Jersey
$712K
Russell Investments Group
428
Russell Investments Group
United Kingdom
$705K
THL
429
Tillman Hartley LLC
Colorado
$705K
AFG
430
Atomi Financial Group
New York
$705K
AWM
431
Aprio Wealth Management
Georgia
$705K
PTC
432
Private Trust Company
Ohio
$701K
PFM
433
Phillips Financial Management
Indiana
$699K
NP
434
NorthRock Partners
Minnesota
$696K
HCA
435
Heck Capital Advisors
Wisconsin
$692K
FA
436
Fiducient Advisors
Illinois
$692K
DWP
437
Daymark Wealth Partners
Ohio
$692K
PWM
438
Perigon Wealth Management
California
$685K
SIA
439
Stegner Investment Associates
Kentucky
$683K
ST
440
Sageworth Trust
Pennsylvania
$677K
AFC
441
AFT Forsyth & Company
Florida
$674K
EWP
442
Elevation Wealth Partners
California
$673K
WIA
443
World Investment Advisors
California
$668K
ST
444
Smithfield Trust
Pennsylvania
$668K
GIA
445
Gladstone Institutional Advisory
Florida
$665K
SWA
446
Strategies Wealth Advisors
Michigan
$664K
ES
447
Eagle Strategies
New York
$661K
WF
448
Welch & Forbes
Massachusetts
$659K
DPI
449
Diversified Portfolios Inc
Michigan
$657K
JFGIW
450
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$655K