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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
IFPG
501
Intrepid Financial Planning Group
Indiana
$509K
STA
502
Smith Thornton Advisors
Alabama
$509K
IWA
503
Icon Wealth Advisors
Texas
$505K
TCWM
504
Total Clarity Wealth Management
Illinois
$505K
TCOV
505
Trust Company of Vermont
Vermont
$504K
WP
506
WealthPLAN Partners
Nebraska
$501K
FFM
507
Forum Financial Management
Illinois
$495K
AWA
508
Archvest Wealth Advisors
California
$492K
OSAM
509
O'Shaughnessy Asset Management
Connecticut
$491K
SEIA
510
Signature Estate & Investment Advisors
California
$489K
PIMG
511
Patriot Investment Management Group
Tennessee
$486K
FBB
512
Fulton Breakefield Broenniman
Maryland
$486K
KFI
513
Key Financial Inc
Pennsylvania
$483K
AGC
514
Aspen Grove Capital
Colorado
$482K
ARC
515
Advisor Resource Council
Texas
$479K
AC
516
Apella Capital
Connecticut
$476K
SWGC
517
Summit Wealth Group (Colorado)
Colorado
$475K
TNA
518
True North Advisors
Texas
$474K
KMWM
519
Keudell/Morrison Wealth Management
Oregon
$473K
RWM
520
Riverbend Wealth Management
South Carolina
$473K
AA
521
Ancora Advisors
Ohio
$472K
CWM
522
Castle Wealth Management
Florida
$471K
CWM
523
Cahaba Wealth Management
Georgia
$471K
DJSG
524
D.J. St. Germain
Massachusetts
$469K
SCM
525
Sage Capital Management
New Jersey
$469K