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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
FPCP
626
Fort Point Capital Partners
California
$337K
FMN
627
Financial Management Network
California
$336K
RSWM
628
Robertson Stephens Wealth Management
California
$336K
MFWP
629
Mosaic Family Wealth Partners
Missouri
$336K
PMFA
630
Plante Moran Financial Advisors
Michigan
$332K
CD
631
Chapin Davis
Maryland
$328K
CGL
632
Clarius Group LLC
Washington
$327K
WI
633
Wedgewood Investors
Pennsylvania
$327K
SAI
634
Savvy Advisors Inc
New York
$325K
Financial Engines Advisors
635
Financial Engines Advisors
California
$323K
TBWA
636
Three Bridge Wealth Advisors
California
$322K
PAM
637
Peak Asset Management
Colorado
$319K
MAM
638
Marotta Asset Management
Virginia
$319K
USCWA
639
U.S. Capital Wealth Advisors
Texas
$319K
LW
640
Linscomb Wealth
Texas
$316K
NWM
641
Navigation Wealth Management
Colorado
$314K
SG
642
StoneX Group
New York
$312K
MAA
643
Matrix Asset Advisors
New York
$312K
RIS
644
Retirement Income Solutions
Michigan
$311K
MFT
645
Moisand Fitzgerald Tamayo
Florida
$311K
CHJWM
646
Carlton Hofferkamp & Jenks Wealth Management
Texas
$310K
AF
647
Advisornet Financial
Minnesota
$307K
IAG
648
Investmark Advisory Group
Connecticut
$307K
C
649
Certuity
Florida
$304K
NAS
650
Nicolet Advisory Services
Wisconsin
$303K