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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
TI
601
Truepoint Inc
Ohio
$376K
DT
602
Diversified Trust
Tennessee
$375K
HI
603
Horizon Investments
North Carolina
$374K
IAA
604
Independent Advisor Alliance
North Carolina
$374K
HR
605
Howe & Rusling
New York
$373K
AWM
606
Apollon Wealth Management
South Carolina
$372K
PP
607
Patten & Patten
Tennessee
$372K
CCG
608
Coastwise Capital Group
California
$370K
GAG
609
GM Advisory Group
New York
$370K
BIG
610
Builder Investment Group
Georgia
$369K
AFO
611
Aurelius Family Office
New Hampshire
$367K
CAC
612
Certified Advisory Corp
Florida
$367K
National Bank of Canada
613
National Bank of Canada
Quebec, Canada
$367K
SA
614
Skyline Advisors
Washington
$358K
ONB
615
Old National Bancorp
Indiana
$358K
WDL
616
Well Done LLC
Michigan
$358K
JWCA
617
J.W. Cole Advisors
Florida
$357K
AIM
618
Allen Investment Management
New York
$357K
CAG
619
Crestwood Advisors Group
Massachusetts
$356K
MG
620
Mather Group
Illinois
$356K
CNBOF
621
City National Bank of Florida
Florida
$354K
RCM
622
Regency Capital Management
Hawaii
$354K
SW
623
Simplicity Wealth
New Jersey
$354K
KF
624
Krilogy Financial
Missouri
$351K
WAL
625
W Advisors LLC
Tennessee
$345K