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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
PWM
551
Paulson Wealth Management
Illinois
$428K
LFS
552
Lutz Financial Services
Nebraska
$424K
KWM
553
Keebeck Wealth Management
Illinois
$421K
DFA
554
DHK Financial Advisors
New Hampshire
$419K
C
555
Croban
Ohio
$412K
AP
556
Appleton Partners
Massachusetts
$409K
FWTB
557
First Western Trust Bank
Colorado
$407K
TPCW
558
TD Private Client Wealth
New York
$404K
PA
559
Procyon Advisors
Connecticut
$400K
HT
560
Headlands Technologies
Illinois
$398K
PS
561
Principal Securities
Iowa
$398K
SFPG
562
Stonebridge Financial Planning Group
Florida
$397K
LSA
563
Lion Street Advisors
Texas
$395K
LSWP
564
Liberty Square Wealth Partners
Pennsylvania
$395K
BCM
565
BTC Capital Management
Iowa
$394K
MFA
566
Mayflower Financial Advisors
Massachusetts
$392K
DCM
567
Dimension Capital Management
Florida
$391K
TPI
568
Trust Point Inc
Wisconsin
$390K
PCMC
569
Paragon Capital Management (Colorado)
Colorado
$389K
CSP
570
Cary Street Partners
Virginia
$388K
AWA
571
Arete Wealth Advisors
Illinois
$386K
Empower Advisory Group
572
Empower Advisory Group
Colorado
$383K
AFP
573
Ausdal Financial Partners
Iowa
$382K
MFIM
574
Mesirow Financial Investment Management
Illinois
$382K
CT
575
Colonial Trust
South Carolina
$381K