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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
HTC
476
Haverford Trust Company
Pennsylvania
$598K
CGPCS
477
Capital Group Private Client Services
California
$595K
VCP
478
Verus Capital Partners
Arizona
$595K
LA
479
Legacy Advisors
Pennsylvania
$595K
SVWAG
480
Sound View Wealth Advisors Group
Georgia
$593K
TCOV
481
Trust Company of Vermont
Vermont
$588K
AA
482
Alesco Advisors
New York
$588K
SCM
483
SCS Capital Management
Massachusetts
$585K
IFPG
484
Intrepid Financial Planning Group
Indiana
$585K
CT
485
Caldwell Trust
Florida
$584K
KPWM
486
KDK Private Wealth Management
Texas
$583K
MWA
487
Monograph Wealth Advisors
California
$581K
YWM
488
Yardley Wealth Management
Pennsylvania
$579K
FFN
489
Focus Financial Network
Minnesota
$574K
STA
490
Smith Thornton Advisors
Alabama
$570K
CPIG
491
Chicago Partners Investment Group
Illinois
$570K
PI
492
PFG Investments
New York
$569K
SB
493
Strategic Blueprint
Georgia
$569K
QCM
494
Quantinno Capital Management
New York
$566K
FFM
495
Forum Financial Management
Illinois
$556K
IWA
496
Icon Wealth Advisors
Texas
$556K
WGC
497
Watts Gwilliam & Co
Arizona
$556K
AWA
498
Archvest Wealth Advisors
California
$554K
SEIA
499
Signature Estate & Investment Advisors
California
$550K
PIMG
500
Patriot Investment Management Group
Tennessee
$545K