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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
WGC
501
Watts Gwilliam & Co
Arizona
$556K
AWA
502
Archvest Wealth Advisors
California
$554K
SEIA
503
Signature Estate & Investment Advisors
California
$550K
PIMG
504
Patriot Investment Management Group
Tennessee
$545K
KFI
505
Key Financial Inc
Pennsylvania
$544K
TNA
506
True North Advisors
Texas
$535K
AT
507
American Trust
Kentucky
$535K
QT
508
Quantbot Technologies
New York
$530K
RWM
509
Riverbend Wealth Management
South Carolina
$530K
FBB
510
Fulton Breakefield Broenniman
Maryland
$530K
CWM
511
Cahaba Wealth Management
Georgia
$530K
SCM
512
Sage Capital Management
New Jersey
$528K
CWM
513
Castle Wealth Management
Florida
$528K
DJSG
514
D.J. St. Germain
Massachusetts
$526K
BFM
515
Broadview Financial Management
Wisconsin
$526K
WP
516
WealthPLAN Partners
Nebraska
$525K
HF
517
HRT Financial
New York
$523K
AP
518
Appleton Partners
Massachusetts
$520K
AA
519
Ancora Advisors
Ohio
$517K
CNBT
520
Canandaigua National Bank & Trust
New York
$511K
CIBC World Market
521
CIBC World Market
Ontario, Canada
$506K
EFG
522
Embree Financial Group
Illinois
$506K
SFG
523
Sage Financial Group
Pennsylvania
$505K
SCA
524
St. Clair Advisors
Ohio
$505K
EWM
525
Evermay Wealth Management
Virginia
$498K