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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
PA
551
Procyon Advisors
Connecticut
$448K
EPW
552
Endeavor Private Wealth
Kansas
$447K
NB
553
Nicolet Bankshares
Wisconsin
$444K
SFPG
554
Stonebridge Financial Planning Group
Florida
$444K
LSWP
555
Liberty Square Wealth Partners
Pennsylvania
$443K
BCM
556
BTC Capital Management
Iowa
$441K
MFA
557
Mayflower Financial Advisors
Massachusetts
$439K
DCM
558
Dimension Capital Management
Florida
$438K
PCMC
559
Paragon Capital Management (Colorado)
Colorado
$438K
CSP
560
Cary Street Partners
Virginia
$437K
TPI
561
Trust Point Inc
Wisconsin
$437K
BCI
562
Brinker Capital Investments
Pennsylvania
$437K
C
563
Croban
Ohio
$437K
PS
564
Principal Securities
Iowa
$436K
AWA
565
Arete Wealth Advisors
Illinois
$434K
LFS
566
Lutz Financial Services
Nebraska
$433K
AFP
567
Ausdal Financial Partners
Iowa
$428K
MWP
568
MYCIO Wealth Partners
Pennsylvania
$427K
CT
569
Colonial Trust
South Carolina
$426K
CIR
570
Clear Investment Research
Georgia
$426K
EWA
571
Emergent Wealth Advisors
New York
$422K
MWM
572
Mission Wealth Management
California
$421K
FF
573
Friday Financial
Iowa
$421K
GCM
574
Gator Capital Management
Florida
$420K
VA
575
Valmark Advisers
Ohio
$419K