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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
DJSG
526
D.J. St. Germain
Massachusetts
$469K
SCM
527
Sage Capital Management
New Jersey
$469K
IAA
528
Independent Advisor Alliance
North Carolina
$469K
HF
529
HRT Financial
New York
$468K
BFM
530
Broadview Financial Management
Wisconsin
$467K
SCA
531
St. Clair Advisors
Ohio
$464K
DWM
532
Diversify Wealth Management
Utah
$462K
AT
533
American Trust
Kentucky
$462K
GCM
534
Gator Capital Management
Florida
$460K
CNBT
535
Canandaigua National Bank & Trust
New York
$456K
CB
536
Centennial Bank
Arkansas
$454K
EFG
537
Embree Financial Group
Illinois
$451K
SFG
538
Sage Financial Group
Pennsylvania
$451K
CIBC World Market
539
CIBC World Market
Ontario, Canada
$449K
CS
540
Cannell & Spears
New York
$449K
EWM
541
Evermay Wealth Management
Virginia
$447K
BI
542
Berkeley Inc
Idaho
$444K
CFP
543
Catalyst Financial Partners
Massachusetts
$443K
MWM
544
Maltin Wealth Management
New Jersey
$441K
CB
545
Cadence Bank
Mississippi
$436K
TFO
546
Tarbox Family Office
California
$434K
DC
547
Davenport & Co
Virginia
$434K
CP
548
Creekside Partners
California
$431K
BOPW
549
Brandywine Oak Private Wealth
Pennsylvania
$429K
LCGC
550
Legacy Capital Group California
California
$429K