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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
NS
476
NBC Securities
Alabama
$615K
TAM
477
Townsend Asset Management
North Carolina
$613K
BW
478
BIP Wealth
Georgia
$611K
FFG
479
Fiduciary Financial Group
California
$608K
MCWS
480
McKinley Carter Wealth Services
West Virginia
$605K
PVI
481
Pine Valley Investments
New Jersey
$601K
AWA
482
American Wealth Advisors
Georgia
$598K
HTC
483
Haverford Trust Company
Pennsylvania
$598K
CGPCS
484
Capital Group Private Client Services
California
$595K
VCP
485
Verus Capital Partners
Arizona
$595K
LA
486
Legacy Advisors
Pennsylvania
$595K
SVWAG
487
Sound View Wealth Advisors Group
Georgia
$593K
TCOV
488
Trust Company of Vermont
Vermont
$588K
AA
489
Alesco Advisors
New York
$588K
SCM
490
SCS Capital Management
Massachusetts
$585K
IFPG
491
Intrepid Financial Planning Group
Indiana
$585K
CT
492
Caldwell Trust
Florida
$584K
KPWM
493
KDK Private Wealth Management
Texas
$583K
MWA
494
Monograph Wealth Advisors
California
$581K
YWM
495
Yardley Wealth Management
Pennsylvania
$579K
FFN
496
Focus Financial Network
Minnesota
$574K
STA
497
Smith Thornton Advisors
Alabama
$570K
CPIG
498
Chicago Partners Investment Group
Illinois
$570K
PI
499
PFG Investments
New York
$569K
SB
500
Strategic Blueprint
Georgia
$569K