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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
MWM
626
McMill Wealth Management
Nebraska
$344K
AGC
627
Aspen Grove Capital
Colorado
$342K
NAAA
628
New Age Alpha Advisors
New York
$342K
IWM
629
IHT Wealth Management
Illinois
$338K
NSCM
630
New South Capital Management
Tennessee
$338K
Ohio Public Employees Retirement System (OPERS)
631
Ohio Public Employees Retirement System (OPERS)
Ohio
$338K
DE
632
Diversified Enterprises
Delaware
$338K
FPCP
633
Fort Point Capital Partners
California
$337K
FMN
634
Financial Management Network
California
$336K
RSWM
635
Robertson Stephens Wealth Management
California
$336K
MFWP
636
Mosaic Family Wealth Partners
Missouri
$336K
PMFA
637
Plante Moran Financial Advisors
Michigan
$332K
CD
638
Chapin Davis
Maryland
$328K
CGL
639
Clarius Group LLC
Washington
$327K
WI
640
Wedgewood Investors
Pennsylvania
$327K
SAI
641
Savvy Advisors Inc
New York
$325K
Financial Engines Advisors
642
Financial Engines Advisors
California
$323K
TBWA
643
Three Bridge Wealth Advisors
California
$322K
PAM
644
Peak Asset Management
Colorado
$319K
MAM
645
Marotta Asset Management
Virginia
$319K
USCWA
646
U.S. Capital Wealth Advisors
Texas
$319K
LW
647
Linscomb Wealth
Texas
$316K
NWM
648
Navigation Wealth Management
Colorado
$314K
SG
649
StoneX Group
New York
$312K
MAA
650
Matrix Asset Advisors
New York
$312K