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iShares Russell 2000 Value ETF

947 hedge funds and large institutions have $8.28B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 295 increasing their positions, 350 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

8% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 65

2% less funds holding

Funds holding: 970947 (-23)

16% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 350

Holders
947
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$53.2M
Puts
$3.09M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ORG
601
Optimist Retirement Group
Washington
$341K
TI
602
Truepoint Inc
Ohio
$337K
PP
603
Patten & Patten
Tennessee
$335K
LWL
604
Leo Wealth LLC
Texas
$335K
TCM
605
Tassel Capital Management
North Carolina
$334K
SG Americas Securities
606
SG Americas Securities
New York
$329K
National Bank of Canada
607
National Bank of Canada
Quebec, Canada
$329K
CCG
608
Coastwise Capital Group
California
$329K
CAC
609
Certified Advisory Corp
Florida
$328K
AFO
610
Aurelius Family Office
New Hampshire
$328K
AWM
611
Apollon Wealth Management
South Carolina
$327K
DT
612
Diversified Trust
Tennessee
$320K
ONB
613
Old National Bancorp
Indiana
$319K
WDL
614
Well Done LLC
Michigan
$319K
AIM
615
Allen Investment Management
New York
$318K
SA
616
Skyline Advisors
Washington
$318K
CAG
617
Crestwood Advisors Group
Massachusetts
$318K
MG
618
Mather Group
Illinois
$318K
GAG
619
GM Advisory Group
New York
$318K
RCM
620
Regency Capital Management
Hawaii
$316K
SW
621
Simplicity Wealth
New Jersey
$316K
CNBOF
622
City National Bank of Florida
Florida
$316K
DE
623
Diversified Enterprises
Delaware
$314K
PPC
624
Park Place Capital
Alabama
$313K
AAS
625
Ameritas Advisory Services
Nebraska
$309K