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iShares Russell 2000 Value ETF

953 hedge funds and large institutions have $8.29B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 296 increasing their positions, 353 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

1.05% less ownership

Funds ownership: 76.86%75.82% (-1%)

2% less funds holding

Funds holding: 973953 (-20)

16% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 353

Holders
953
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$53.2M
Puts
$3.09M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
451
Stegner Investment Associates
Kentucky
$609K
AFC
452
AFT Forsyth & Company
Florida
$601K
EWP
453
Elevation Wealth Partners
California
$600K
WF
454
Welch & Forbes
Massachusetts
$597K
WIA
455
World Investment Advisors
California
$593K
ES
456
Eagle Strategies
New York
$591K
SWA
457
Strategies Wealth Advisors
Michigan
$590K
AWM
458
Avior Wealth Management
Nebraska
$589K
DWP
459
Daymark Wealth Partners
Ohio
$588K
DPI
460
Diversified Portfolios Inc
Michigan
$586K
CCT
461
Chemung Canal Trust
New York
$584K
CAAM
462
Cornerstone Advisors Asset Management
Pennsylvania
$584K
GIA
463
Gladstone Institutional Advisory
Florida
$584K
RWM
464
Rialto Wealth Management
New York
$583K
ATPW
465
Ashton Thomas Private Wealth
Arizona
$580K
WA
466
Wealthstream Advisors
New York
$572K
AI
467
Atria Investments
North Carolina
$571K
HWA
468
Heritage Wealth Advisors
Virginia
$568K
PHAM
469
Palisades Hudson Asset Management
Florida
$566K
UWPG
470
Ullmann Wealth Partners Group
Florida
$565K
SWA
471
Sax Wealth Advisors
New Jersey
$562K
VCP
472
Verus Capital Partners
Arizona
$562K
WGC
473
Watts Gwilliam & Co
Arizona
$562K
AssetMark Inc
474
AssetMark Inc
California
$560K
PSA
475
Plum Street Advisors
Louisiana
$559K