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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
CB
526
Cadence Bank
Mississippi
$488K
MFIM
527
Mesirow Financial Investment Management
Illinois
$487K
MPM
528
Meritage Portfolio Management
Kansas
$487K
CP
529
Creekside Partners
California
$484K
BOPW
530
Brandywine Oak Private Wealth
Pennsylvania
$481K
GHA
531
Granite Harbor Advisors
Texas
$480K
PWM
532
Paulson Wealth Management
Illinois
$480K
CB
533
Centennial Bank
Arkansas
$478K
TFO
534
Tarbox Family Office
California
$477K
Fisher Asset Management
535
Fisher Asset Management
Washington
$477K
LCGC
536
Legacy Capital Group California
California
$476K
TPCW
537
TD Private Client Wealth
New York
$476K
FFS
538
Founders Financial Securities
Maryland
$473K
KWM
539
Keebeck Wealth Management
Illinois
$472K
SWM
540
Spire Wealth Management
Virginia
$471K
FWTB
541
First Western Trust Bank
Colorado
$456K
SGCA
542
Steel Grove Capital Advisors
Tennessee
$455K
PFA
543
Pettinga Financial Advisors
Indiana
$452K
PA
544
Procyon Advisors
Connecticut
$448K
EPW
545
Endeavor Private Wealth
Kansas
$447K
NB
546
Nicolet Bankshares
Wisconsin
$444K
SFPG
547
Stonebridge Financial Planning Group
Florida
$444K
LSWP
548
Liberty Square Wealth Partners
Pennsylvania
$443K
BCM
549
BTC Capital Management
Iowa
$441K
MFA
550
Mayflower Financial Advisors
Massachusetts
$439K