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iShares Russell 2000 Value ETF

958 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, 270 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)

17% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 327

67% less call options, than puts

Call options by funds: $26.8M | Put options by funds: $81.3M

Holders
958
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
SFPG
551
Stonebridge Financial Planning Group
Florida
$444K
LSWP
552
Liberty Square Wealth Partners
Pennsylvania
$443K
BCM
553
BTC Capital Management
Iowa
$441K
MFA
554
Mayflower Financial Advisors
Massachusetts
$439K
DCM
555
Dimension Capital Management
Florida
$438K
PCMC
556
Paragon Capital Management (Colorado)
Colorado
$438K
CSP
557
Cary Street Partners
Virginia
$437K
TPI
558
Trust Point Inc
Wisconsin
$437K
BCI
559
Brinker Capital Investments
Pennsylvania
$437K
C
560
Croban
Ohio
$437K
PS
561
Principal Securities
Iowa
$436K
AWA
562
Arete Wealth Advisors
Illinois
$434K
LFS
563
Lutz Financial Services
Nebraska
$433K
AFP
564
Ausdal Financial Partners
Iowa
$428K
MWP
565
MYCIO Wealth Partners
Pennsylvania
$427K
CT
566
Colonial Trust
South Carolina
$426K
CIR
567
Clear Investment Research
Georgia
$426K
EWA
568
Emergent Wealth Advisors
New York
$422K
MWM
569
Mission Wealth Management
California
$421K
FF
570
Friday Financial
Iowa
$421K
GCM
571
Gator Capital Management
Florida
$420K
VA
572
Valmark Advisers
Ohio
$419K
Empower Advisory Group
573
Empower Advisory Group
Colorado
$418K
TIAAOA
574
Teachers Insurance & Annuity Association of America
New York
$414K
TWP
575
Triad Wealth Partners
Kansas
$410K