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iShares Russell 2000 Value ETF

947 hedge funds and large institutions have $8.28B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 295 increasing their positions, 350 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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

8% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 65

2% less funds holding

Funds holding: 970947 (-23)

16% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 350

Holders
947
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
AFC
451
AFT Forsyth & Company
Florida
$601K
EWP
452
Elevation Wealth Partners
California
$600K
WF
453
Welch & Forbes
Massachusetts
$597K
WIA
454
World Investment Advisors
California
$593K
ES
455
Eagle Strategies
New York
$591K
SWA
456
Strategies Wealth Advisors
Michigan
$590K
AWM
457
Avior Wealth Management
Nebraska
$589K
DWP
458
Daymark Wealth Partners
Ohio
$588K
DPI
459
Diversified Portfolios Inc
Michigan
$586K
CCT
460
Chemung Canal Trust
New York
$584K
CAAM
461
Cornerstone Advisors Asset Management
Pennsylvania
$584K
GIA
462
Gladstone Institutional Advisory
Florida
$584K
RWM
463
Rialto Wealth Management
New York
$583K
ATPW
464
Ashton Thomas Private Wealth
Arizona
$580K
WA
465
Wealthstream Advisors
New York
$572K
AI
466
Atria Investments
North Carolina
$571K
HWA
467
Heritage Wealth Advisors
Virginia
$568K
PHAM
468
Palisades Hudson Asset Management
Florida
$566K
UWPG
469
Ullmann Wealth Partners Group
Florida
$565K
SWA
470
Sax Wealth Advisors
New Jersey
$562K
VCP
471
Verus Capital Partners
Arizona
$562K
WGC
472
Watts Gwilliam & Co
Arizona
$562K
AssetMark Inc
473
AssetMark Inc
California
$560K
PSA
474
Plum Street Advisors
Louisiana
$559K
CC
475
Chicago Capital
Illinois
$554K