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iShares Russell 2000 Value ETF

958 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, 270 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)

17% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 327

67% less call options, than puts

Call options by funds: $26.8M | Put options by funds: $81.3M

Holders
958
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
BW
476
BIP Wealth
Georgia
$611K
FFG
477
Fiduciary Financial Group
California
$608K
MCWS
478
McKinley Carter Wealth Services
West Virginia
$605K
AWA
479
American Wealth Advisors
Georgia
$598K
HTC
480
Haverford Trust Company
Pennsylvania
$598K
CGPCS
481
Capital Group Private Client Services
California
$595K
VCP
482
Verus Capital Partners
Arizona
$595K
LA
483
Legacy Advisors
Pennsylvania
$595K
SVWAG
484
Sound View Wealth Advisors Group
Georgia
$593K
TCOV
485
Trust Company of Vermont
Vermont
$588K
AA
486
Alesco Advisors
New York
$588K
SCM
487
SCS Capital Management
Massachusetts
$585K
IFPG
488
Intrepid Financial Planning Group
Indiana
$585K
CT
489
Caldwell Trust
Florida
$584K
KPWM
490
KDK Private Wealth Management
Texas
$583K
MWA
491
Monograph Wealth Advisors
California
$581K
YWM
492
Yardley Wealth Management
Pennsylvania
$579K
FFN
493
Focus Financial Network
Minnesota
$574K
STA
494
Smith Thornton Advisors
Alabama
$570K
CPIG
495
Chicago Partners Investment Group
Illinois
$570K
PI
496
PFG Investments
New York
$569K
SB
497
Strategic Blueprint
Georgia
$569K
QCM
498
Quantinno Capital Management
New York
$566K
FFM
499
Forum Financial Management
Illinois
$556K
IWA
500
Icon Wealth Advisors
Texas
$556K