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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
CAAM
451
Cornerstone Advisors Asset Management
Pennsylvania
$655K
TSS
452
Two Sigma Securities
New York
$649K
RWM
453
Rialto Wealth Management
New York
$646K
WA
454
Wealthstream Advisors
New York
$642K
AWM
455
Avior Wealth Management
Nebraska
$640K
SPC
456
Sigma Planning Corp
Michigan
$637K
HWA
457
Heritage Wealth Advisors
Virginia
$637K
PHAM
458
Palisades Hudson Asset Management
Florida
$636K
UWPG
459
Ullmann Wealth Partners Group
Florida
$634K
KFC
460
Klingenstein Fields & Co
New York
$633K
FCFC
461
First Commonwealth Financial Corp
Pennsylvania
$633K
SWA
462
Sax Wealth Advisors
New Jersey
$631K
CCT
463
Chemung Canal Trust
New York
$630K
WWM
464
Western Wealth Management
Colorado
$628K
PSA
465
Plum Street Advisors
Louisiana
$625K
CAG
466
Curtis Advisory Group
California
$624K
AG
467
Ascent Group
Virginia
$624K
CC
468
Chicago Capital
Illinois
$621K
JWA
469
JFS Wealth Advisors
Pennsylvania
$618K
NS
470
NBC Securities
Alabama
$615K
TAM
471
Townsend Asset Management
North Carolina
$613K
BW
472
BIP Wealth
Georgia
$611K
FFG
473
Fiduciary Financial Group
California
$608K
MCWS
474
McKinley Carter Wealth Services
West Virginia
$605K
AWA
475
American Wealth Advisors
Georgia
$598K