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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
TAM
476
Townsend Asset Management
North Carolina
$553K
CAG
477
Curtis Advisory Group
California
$552K
PFA
478
Pettinga Financial Advisors
Indiana
$552K
DTC
479
Davidson Trust Company
Washington
$552K
BW
480
BIP Wealth
Georgia
$552K
TIAAOA
481
Teachers Insurance & Annuity Association of America
New York
$551K
HCA
482
Heck Capital Advisors
Wisconsin
$551K
JWA
483
JFS Wealth Advisors
Pennsylvania
$546K
SAM
484
Smartleaf Asset Management
Massachusetts
$545K
WWM
485
Western Wealth Management
Colorado
$544K
MCWS
486
McKinley Carter Wealth Services
West Virginia
$544K
AWS
487
Atria Wealth Solutions
New York
$543K
CGPCS
488
Capital Group Private Client Services
California
$529K
SVWAG
489
Sound View Wealth Advisors Group
Georgia
$529K
ANB
490
Amarillo National Bank
Texas
$527K
HTC
491
Haverford Trust Company
Pennsylvania
$527K
KPWM
492
KDK Private Wealth Management
Texas
$526K
AA
493
Alesco Advisors
New York
$525K
MWA
494
Monograph Wealth Advisors
California
$518K
PI
495
PFG Investments
New York
$518K
NS
496
NBC Securities
Alabama
$518K
YWM
497
Yardley Wealth Management
Pennsylvania
$517K
CT
498
Caldwell Trust
Florida
$517K
CPIG
499
Chicago Partners Investment Group
Illinois
$513K
FFN
500
Focus Financial Network
Minnesota
$512K