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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
KFI
501
Key Financial Inc
Pennsylvania
$544K
TNA
502
True North Advisors
Texas
$535K
AT
503
American Trust
Kentucky
$535K
QT
504
Quantbot Technologies
New York
$530K
RWM
505
Riverbend Wealth Management
South Carolina
$530K
FBB
506
Fulton Breakefield Broenniman
Maryland
$530K
CWM
507
Cahaba Wealth Management
Georgia
$530K
SCM
508
Sage Capital Management
New Jersey
$528K
CWM
509
Castle Wealth Management
Florida
$528K
DJSG
510
D.J. St. Germain
Massachusetts
$526K
BFM
511
Broadview Financial Management
Wisconsin
$526K
WP
512
WealthPLAN Partners
Nebraska
$525K
HF
513
HRT Financial
New York
$523K
AP
514
Appleton Partners
Massachusetts
$520K
AA
515
Ancora Advisors
Ohio
$517K
CNBT
516
Canandaigua National Bank & Trust
New York
$511K
CIBC World Market
517
CIBC World Market
Ontario, Canada
$506K
EFG
518
Embree Financial Group
Illinois
$506K
SFG
519
Sage Financial Group
Pennsylvania
$505K
SCA
520
St. Clair Advisors
Ohio
$505K
EWM
521
Evermay Wealth Management
Virginia
$498K
CFP
522
Catalyst Financial Partners
Massachusetts
$496K
MWM
523
Maltin Wealth Management
New Jersey
$496K
DWM
524
Diversify Wealth Management
Utah
$494K
BI
525
Berkeley Inc
Idaho
$492K