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
SFG
526
Sage Financial Group
Pennsylvania
$505K
SCA
527
St. Clair Advisors
Ohio
$505K
EWM
528
Evermay Wealth Management
Virginia
$498K
CFP
529
Catalyst Financial Partners
Massachusetts
$496K
MWM
530
Maltin Wealth Management
New Jersey
$496K
DWM
531
Diversify Wealth Management
Utah
$494K
BI
532
Berkeley Inc
Idaho
$492K
CB
533
Cadence Bank
Mississippi
$488K
MFIM
534
Mesirow Financial Investment Management
Illinois
$487K
MPM
535
Meritage Portfolio Management
Kansas
$487K
CP
536
Creekside Partners
California
$484K
BOPW
537
Brandywine Oak Private Wealth
Pennsylvania
$481K
GHA
538
Granite Harbor Advisors
Texas
$480K
PWM
539
Paulson Wealth Management
Illinois
$480K
CB
540
Centennial Bank
Arkansas
$478K
TFO
541
Tarbox Family Office
California
$477K
Fisher Asset Management
542
Fisher Asset Management
Washington
$477K
LCGC
543
Legacy Capital Group California
California
$476K
TPCW
544
TD Private Client Wealth
New York
$476K
FFS
545
Founders Financial Securities
Maryland
$473K
KWM
546
Keebeck Wealth Management
Illinois
$472K
SWM
547
Spire Wealth Management
Virginia
$471K
FWTB
548
First Western Trust Bank
Colorado
$456K
SGCA
549
Steel Grove Capital Advisors
Tennessee
$455K
PFA
550
Pettinga Financial Advisors
Indiana
$452K