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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
DTC
426
Davidson Trust Company
Washington
$732K
NRI
427
NFP Retirement Inc
California
$727K
AC
428
Apella Capital
Connecticut
$725K
FG
429
Foster Group
Iowa
$722K
GI
430
GAMCO Investors
Connecticut
$720K
Bessemer Group
431
Bessemer Group
New Jersey
$712K
Russell Investments Group
432
Russell Investments Group
United Kingdom
$705K
THL
433
Tillman Hartley LLC
Colorado
$705K
AFG
434
Atomi Financial Group
New York
$705K
AWM
435
Aprio Wealth Management
Georgia
$705K
PTC
436
Private Trust Company
Ohio
$701K
PFM
437
Phillips Financial Management
Indiana
$699K
NP
438
NorthRock Partners
Minnesota
$696K
HCA
439
Heck Capital Advisors
Wisconsin
$692K
FA
440
Fiducient Advisors
Illinois
$692K
DWP
441
Daymark Wealth Partners
Ohio
$692K
PWM
442
Perigon Wealth Management
California
$685K
SIA
443
Stegner Investment Associates
Kentucky
$683K
ST
444
Sageworth Trust
Pennsylvania
$677K
AFC
445
AFT Forsyth & Company
Florida
$674K
EWP
446
Elevation Wealth Partners
California
$673K
WIA
447
World Investment Advisors
California
$668K
ST
448
Smithfield Trust
Pennsylvania
$668K
GIA
449
Gladstone Institutional Advisory
Florida
$665K
SWA
450
Strategies Wealth Advisors
Michigan
$664K