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iShares Russell 2000 Value ETF

954 hedge funds and large institutions have $8.29B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 297 increasing their positions, 353 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 capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

1.04% less ownership

Funds ownership: 76.91%75.86% (-1%)

2% less funds holding

Funds holding: 975954 (-21)

16% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 353

Holders
954
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
AF
651
Advisornet Financial
Minnesota
$282K
NAS
652
Nicolet Advisory Services
Wisconsin
$281K
GL
653
Graypoint LLC
New York
$280K
MAA
654
Matrix Asset Advisors
New York
$278K
MFT
655
Moisand Fitzgerald Tamayo
Florida
$277K
LT
656
Legacy Trust
Michigan
$277K
CHJWM
657
Carlton Hofferkamp & Jenks Wealth Management
Texas
$277K
BWA
658
Bordeaux Wealth Advisors
California
$276K
CBA
659
Coastal Bridge Advisors
Connecticut
$273K
USCWA
660
U.S. Capital Wealth Advisors
Texas
$272K
NEPWA
661
New England Private Wealth Advisors
Massachusetts
$270K
RIS
662
Retirement Income Solutions
Michigan
$270K
SC
663
Sapient Capital
Indiana
$264K
VP
664
Verum Partners
North Carolina
$264K
DPW
665
DiNuzzo Private Wealth
Pennsylvania
$263K
LA
666
LexAurum Advisors
Kansas
$263K
MFS
667
McNamara Financial Services
Massachusetts
$261K
MOS
668
MGO One Seven
Ohio
$260K
WMA
669
West Michigan Advisors
Michigan
$257K
FB
670
Fulton Bank
Pennsylvania
$256K
OLA
671
Oliver Luxxe Assets
New Jersey
$255K
IAG
672
Investmark Advisory Group
Connecticut
$255K
E3F
673
Eight 31 Financial
Texas
$254K
BPC
674
Bearing Point Capital
Minnesota
$249K
SIC
675
Sigma Investment Counselors
Michigan
$249K