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iShares Russell 2000 Value ETF

952 hedge funds and large institutions have $8.89B invested in iShares Russell 2000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 267 increasing their positions, 326 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)

18% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 326

67% less call options, than puts

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

Holders
952
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
CWA
576
CJM Wealth Advisers
Virginia
$402K
SMC
577
Smith, Moore & Co
Missouri
$401K
ANBT
578
American National Bank & Trust
Texas
$400K
CFA
579
Cahill Financial Advisors
Minnesota
$398K
VFIC
580
Valley Forge Investment Consultants
Pennsylvania
$398K
PPWP
581
Premier Path Wealth Partners
New Jersey
$396K
CS
582
Capital Square
Tennessee
$393K
ANB
583
Amarillo National Bank
Texas
$390K
QCM
584
QRG Capital Management
Illinois
$388K
SC
585
Steph & Co
Wisconsin
$387K
NEWAS
586
N.E.W. Advisory Services
Wisconsin
$386K
BBI
587
Baxter Bros Inc
Connecticut
$385K
FCH
588
Freestone Capital Holdings
Washington
$384K
GF
589
Gries Financial
Ohio
$384K
ORG
590
Optimist Retirement Group
Washington
$383K
CFGA
591
Cambridge Financial Group (Arizona)
Arizona
$381K
MOS
592
MGO One Seven
Ohio
$376K
TCM
593
Tassel Capital Management
North Carolina
$376K
TI
594
Truepoint Inc
Ohio
$376K
DT
595
Diversified Trust
Tennessee
$375K
HI
596
Horizon Investments
North Carolina
$374K
IAA
597
Independent Advisor Alliance
North Carolina
$374K
HR
598
Howe & Rusling
New York
$373K
AWM
599
Apollon Wealth Management
South Carolina
$372K
PP
600
Patten & Patten
Tennessee
$372K