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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
GIA
451
Gladstone Institutional Advisory
Florida
$665K
SWA
452
Strategies Wealth Advisors
Michigan
$664K
ES
453
Eagle Strategies
New York
$661K
WF
454
Welch & Forbes
Massachusetts
$659K
DPI
455
Diversified Portfolios Inc
Michigan
$657K
JFGIW
456
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$655K
CAAM
457
Cornerstone Advisors Asset Management
Pennsylvania
$655K
TSS
458
Two Sigma Securities
New York
$649K
RWM
459
Rialto Wealth Management
New York
$646K
WA
460
Wealthstream Advisors
New York
$642K
AWM
461
Avior Wealth Management
Nebraska
$640K
SPC
462
Sigma Planning Corp
Michigan
$637K
HWA
463
Heritage Wealth Advisors
Virginia
$637K
PHAM
464
Palisades Hudson Asset Management
Florida
$636K
UWPG
465
Ullmann Wealth Partners Group
Florida
$634K
KFC
466
Klingenstein Fields & Co
New York
$633K
FCFC
467
First Commonwealth Financial Corp
Pennsylvania
$633K
SWA
468
Sax Wealth Advisors
New Jersey
$631K
CCT
469
Chemung Canal Trust
New York
$630K
WWM
470
Western Wealth Management
Colorado
$628K
PSA
471
Plum Street Advisors
Louisiana
$625K
CAG
472
Curtis Advisory Group
California
$624K
AG
473
Ascent Group
Virginia
$624K
CC
474
Chicago Capital
Illinois
$621K
JWA
475
JFS Wealth Advisors
Pennsylvania
$618K