IWN icon

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
QCM
501
Quantinno Capital Management
New York
$566K
FFM
502
Forum Financial Management
Illinois
$556K
IWA
503
Icon Wealth Advisors
Texas
$556K
WGC
504
Watts Gwilliam & Co
Arizona
$556K
AWA
505
Archvest Wealth Advisors
California
$554K
SEIA
506
Signature Estate & Investment Advisors
California
$550K
PIMG
507
Patriot Investment Management Group
Tennessee
$545K
KFI
508
Key Financial Inc
Pennsylvania
$544K
TNA
509
True North Advisors
Texas
$535K
AT
510
American Trust
Kentucky
$535K
QT
511
Quantbot Technologies
New York
$530K
RWM
512
Riverbend Wealth Management
South Carolina
$530K
FBB
513
Fulton Breakefield Broenniman
Maryland
$530K
CWM
514
Cahaba Wealth Management
Georgia
$530K
SCM
515
Sage Capital Management
New Jersey
$528K
CWM
516
Castle Wealth Management
Florida
$528K
DJSG
517
D.J. St. Germain
Massachusetts
$526K
BFM
518
Broadview Financial Management
Wisconsin
$526K
WP
519
WealthPLAN Partners
Nebraska
$525K
HF
520
HRT Financial
New York
$523K
AP
521
Appleton Partners
Massachusetts
$520K
AA
522
Ancora Advisors
Ohio
$517K
CNBT
523
Canandaigua National Bank & Trust
New York
$511K
CIBC World Market
524
CIBC World Market
Ontario, Canada
$506K
EFG
525
Embree Financial Group
Illinois
$506K