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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
IWM
626
IHT Wealth Management
Illinois
$338K
Ohio Public Employees Retirement System (OPERS)
627
Ohio Public Employees Retirement System (OPERS)
Ohio
$338K
NSCM
628
New South Capital Management
Tennessee
$338K
DE
629
Diversified Enterprises
Delaware
$338K
FPCP
630
Fort Point Capital Partners
California
$337K
FMN
631
Financial Management Network
California
$336K
RSWM
632
Robertson Stephens Wealth Management
California
$336K
MFWP
633
Mosaic Family Wealth Partners
Missouri
$336K
PMFA
634
Plante Moran Financial Advisors
Michigan
$332K
CD
635
Chapin Davis
Maryland
$328K
CGL
636
Clarius Group LLC
Washington
$327K
WI
637
Wedgewood Investors
Pennsylvania
$327K
SAI
638
Savvy Advisors Inc
New York
$325K
Financial Engines Advisors
639
Financial Engines Advisors
California
$323K
TBWA
640
Three Bridge Wealth Advisors
California
$322K
PAM
641
Peak Asset Management
Colorado
$319K
MAM
642
Marotta Asset Management
Virginia
$319K
USCWA
643
U.S. Capital Wealth Advisors
Texas
$319K
LW
644
Linscomb Wealth
Texas
$316K
NWM
645
Navigation Wealth Management
Colorado
$314K
SG
646
StoneX Group
New York
$312K
MAA
647
Matrix Asset Advisors
New York
$312K
RIS
648
Retirement Income Solutions
Michigan
$311K
MFT
649
Moisand Fitzgerald Tamayo
Florida
$311K
CHJWM
650
Carlton Hofferkamp & Jenks Wealth Management
Texas
$310K