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iShares Russell 2000 Value ETF

947 hedge funds and large institutions have $8.28B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 295 increasing their positions, 350 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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

8% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 65

2% less funds holding

Funds holding: 970947 (-23)

16% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 350

Holders
947
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
KWM
551
Keebeck Wealth Management
Illinois
$421K
DFA
552
DHK Financial Advisors
New Hampshire
$419K
C
553
Croban
Ohio
$412K
AP
554
Appleton Partners
Massachusetts
$409K
FWTB
555
First Western Trust Bank
Colorado
$407K
TPCW
556
TD Private Client Wealth
New York
$404K
PA
557
Procyon Advisors
Connecticut
$400K
HT
558
Headlands Technologies
Illinois
$398K
PS
559
Principal Securities
Iowa
$398K
SFPG
560
Stonebridge Financial Planning Group
Florida
$397K
LSWP
561
Liberty Square Wealth Partners
Pennsylvania
$395K
LSA
562
Lion Street Advisors
Texas
$395K
BCM
563
BTC Capital Management
Iowa
$394K
MFA
564
Mayflower Financial Advisors
Massachusetts
$392K
DCM
565
Dimension Capital Management
Florida
$391K
TPI
566
Trust Point Inc
Wisconsin
$390K
PCMC
567
Paragon Capital Management (Colorado)
Colorado
$389K
CSP
568
Cary Street Partners
Virginia
$388K
AWA
569
Arete Wealth Advisors
Illinois
$386K
Empower Advisory Group
570
Empower Advisory Group
Colorado
$383K
AFP
571
Ausdal Financial Partners
Iowa
$382K
MFIM
572
Mesirow Financial Investment Management
Illinois
$382K
CT
573
Colonial Trust
South Carolina
$381K
CIR
574
Clear Investment Research
Georgia
$380K
MWP
575
MYCIO Wealth Partners
Pennsylvania
$379K