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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
CPIG
501
Chicago Partners Investment Group
Illinois
$513K
FFN
502
Focus Financial Network
Minnesota
$512K
IFPG
503
Intrepid Financial Planning Group
Indiana
$509K
STA
504
Smith Thornton Advisors
Alabama
$509K
IWA
505
Icon Wealth Advisors
Texas
$505K
TCWM
506
Total Clarity Wealth Management
Illinois
$505K
TCOV
507
Trust Company of Vermont
Vermont
$504K
WP
508
WealthPLAN Partners
Nebraska
$501K
FFM
509
Forum Financial Management
Illinois
$495K
AWA
510
Archvest Wealth Advisors
California
$492K
OSAM
511
O'Shaughnessy Asset Management
Connecticut
$491K
SEIA
512
Signature Estate & Investment Advisors
California
$489K
PIMG
513
Patriot Investment Management Group
Tennessee
$486K
FBB
514
Fulton Breakefield Broenniman
Maryland
$486K
KFI
515
Key Financial Inc
Pennsylvania
$483K
AGC
516
Aspen Grove Capital
Colorado
$482K
ARC
517
Advisor Resource Council
Texas
$479K
AC
518
Apella Capital
Connecticut
$476K
SWGC
519
Summit Wealth Group (Colorado)
Colorado
$475K
TNA
520
True North Advisors
Texas
$474K
RWM
521
Riverbend Wealth Management
South Carolina
$473K
KMWM
522
Keudell/Morrison Wealth Management
Oregon
$473K
AA
523
Ancora Advisors
Ohio
$472K
CWM
524
Castle Wealth Management
Florida
$471K
CWM
525
Cahaba Wealth Management
Georgia
$471K