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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
CS
576
Cannell & Spears
New York
$409K
LFA
577
LGT Financial Advisors
Texas
$406K
BFS
578
BridgePort Financial Solutions
Iowa
$403K
EPM
579
Elm Partners Management
Pennsylvania
$402K
CWA
580
CJM Wealth Advisers
Virginia
$402K
SMC
581
Smith, Moore & Co
Missouri
$401K
ANBT
582
American National Bank & Trust
Texas
$400K
CFA
583
Cahill Financial Advisors
Minnesota
$398K
VFIC
584
Valley Forge Investment Consultants
Pennsylvania
$398K
PPWP
585
Premier Path Wealth Partners
New Jersey
$396K
CS
586
Capital Square
Tennessee
$393K
ANB
587
Amarillo National Bank
Texas
$390K
QCM
588
QRG Capital Management
Illinois
$388K
SC
589
Steph & Co
Wisconsin
$387K
NEWAS
590
N.E.W. Advisory Services
Wisconsin
$386K
BBI
591
Baxter Bros Inc
Connecticut
$385K
FCH
592
Freestone Capital Holdings
Washington
$384K
GF
593
Gries Financial
Ohio
$384K
ORG
594
Optimist Retirement Group
Washington
$383K
CFGA
595
Cambridge Financial Group (Arizona)
Arizona
$381K
MOS
596
MGO One Seven
Ohio
$376K
TCM
597
Tassel Capital Management
North Carolina
$376K
TI
598
Truepoint Inc
Ohio
$376K
DT
599
Diversified Trust
Tennessee
$375K
HI
600
Horizon Investments
North Carolina
$374K