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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
IAA
601
Independent Advisor Alliance
North Carolina
$374K
HR
602
Howe & Rusling
New York
$373K
AWM
603
Apollon Wealth Management
South Carolina
$372K
PP
604
Patten & Patten
Tennessee
$372K
CCG
605
Coastwise Capital Group
California
$370K
GAG
606
GM Advisory Group
New York
$370K
BIG
607
Builder Investment Group
Georgia
$369K
AFO
608
Aurelius Family Office
New Hampshire
$367K
CAC
609
Certified Advisory Corp
Florida
$367K
National Bank of Canada
610
National Bank of Canada
Quebec, Canada
$367K
SA
611
Skyline Advisors
Washington
$358K
ONB
612
Old National Bancorp
Indiana
$358K
WDL
613
Well Done LLC
Michigan
$358K
JWCA
614
J.W. Cole Advisors
Florida
$357K
AIM
615
Allen Investment Management
New York
$357K
CAG
616
Crestwood Advisors Group
Massachusetts
$356K
MG
617
Mather Group
Illinois
$356K
CNBOF
618
City National Bank of Florida
Florida
$354K
RCM
619
Regency Capital Management
Hawaii
$354K
SW
620
Simplicity Wealth
New Jersey
$354K
KF
621
Krilogy Financial
Missouri
$351K
WAL
622
W Advisors LLC
Tennessee
$345K
MWM
623
McMill Wealth Management
Nebraska
$344K
AGC
624
Aspen Grove Capital
Colorado
$342K
NAAA
625
New Age Alpha Advisors
New York
$342K