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iShares Russell 2000 Value ETF

964 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, 275 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)

16% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 327

67% less call options, than puts

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

Holders
964
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
PA
426
Pinnacle Associates
New York
$739K
FNBT
427
FineMark National Bank & Trust
Florida
$738K
BSTWA
428
Blake Schutter Theil Wealth Advisors
Ohio
$735K
DTC
429
Davidson Trust Company
Washington
$732K
AC
430
Apella Capital
Connecticut
$725K
FG
431
Foster Group
Iowa
$722K
GI
432
GAMCO Investors
Connecticut
$720K
Bessemer Group
433
Bessemer Group
New Jersey
$712K
Russell Investments Group
434
Russell Investments Group
United Kingdom
$705K
THL
435
Tillman Hartley LLC
Colorado
$705K
AFG
436
Atomi Financial Group
New York
$705K
AWM
437
Aprio Wealth Management
Georgia
$705K
PTC
438
Private Trust Company
Ohio
$701K
PFM
439
Phillips Financial Management
Indiana
$699K
NP
440
NorthRock Partners
Minnesota
$696K
HCA
441
Heck Capital Advisors
Wisconsin
$692K
FA
442
Fiducient Advisors
Illinois
$692K
DWP
443
Daymark Wealth Partners
Ohio
$692K
PWM
444
Perigon Wealth Management
California
$685K
SIA
445
Stegner Investment Associates
Kentucky
$683K
ST
446
Sageworth Trust
Pennsylvania
$677K
AFC
447
AFT Forsyth & Company
Florida
$674K
EWP
448
Elevation Wealth Partners
California
$673K
WIA
449
World Investment Advisors
California
$668K
ST
450
Smithfield Trust
Pennsylvania
$668K