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iShares Russell 2000 Value ETF

954 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 60 funds opening new positions, 297 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:

1.04% less ownership

Funds ownership: 76.91%75.86% (-1%)

2% less funds holding

Funds holding: 975954 (-21)

16% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 353

Holders
954
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
PSA
476
Plum Street Advisors
Louisiana
$559K
CC
477
Chicago Capital
Illinois
$554K
TAM
478
Townsend Asset Management
North Carolina
$553K
CAG
479
Curtis Advisory Group
California
$552K
PFA
480
Pettinga Financial Advisors
Indiana
$552K
DTC
481
Davidson Trust Company
Washington
$552K
BW
482
BIP Wealth
Georgia
$552K
TIAAOA
483
Teachers Insurance & Annuity Association of America
New York
$551K
HCA
484
Heck Capital Advisors
Wisconsin
$551K
JWA
485
JFS Wealth Advisors
Pennsylvania
$546K
SAM
486
Smartleaf Asset Management
Massachusetts
$545K
WWM
487
Western Wealth Management
Colorado
$544K
MCWS
488
McKinley Carter Wealth Services
West Virginia
$544K
AWS
489
Atria Wealth Solutions
New York
$543K
CGPCS
490
Capital Group Private Client Services
California
$529K
SVWAG
491
Sound View Wealth Advisors Group
Georgia
$529K
ANB
492
Amarillo National Bank
Texas
$527K
HTC
493
Haverford Trust Company
Pennsylvania
$527K
KPWM
494
KDK Private Wealth Management
Texas
$526K
AA
495
Alesco Advisors
New York
$525K
MWA
496
Monograph Wealth Advisors
California
$518K
PI
497
PFG Investments
New York
$518K
NS
498
NBC Securities
Alabama
$518K
YWM
499
Yardley Wealth Management
Pennsylvania
$517K
CT
500
Caldwell Trust
Florida
$517K