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iShares Russell 2000 Value ETF

947 hedge funds and large institutions have $8.28B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 295 increasing their positions, 350 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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

8% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 65

2% less funds holding

Funds holding: 970947 (-23)

16% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 350

Holders
947
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
MAA
651
Matrix Asset Advisors
New York
$278K
MFT
652
Moisand Fitzgerald Tamayo
Florida
$277K
LT
653
Legacy Trust
Michigan
$277K
CHJWM
654
Carlton Hofferkamp & Jenks Wealth Management
Texas
$277K
BWA
655
Bordeaux Wealth Advisors
California
$276K
CBA
656
Coastal Bridge Advisors
Connecticut
$273K
USCWA
657
U.S. Capital Wealth Advisors
Texas
$272K
NEPWA
658
New England Private Wealth Advisors
Massachusetts
$270K
RIS
659
Retirement Income Solutions
Michigan
$270K
SC
660
Sapient Capital
Indiana
$264K
VP
661
Verum Partners
North Carolina
$264K
DPW
662
DiNuzzo Private Wealth
Pennsylvania
$263K
LA
663
LexAurum Advisors
Kansas
$263K
MFS
664
McNamara Financial Services
Massachusetts
$261K
MOS
665
MGO One Seven
Ohio
$260K
WMA
666
West Michigan Advisors
Michigan
$257K
FB
667
Fulton Bank
Pennsylvania
$256K
OLA
668
Oliver Luxxe Assets
New Jersey
$255K
IAG
669
Investmark Advisory Group
Connecticut
$255K
E3F
670
Eight 31 Financial
Texas
$254K
BPC
671
Bearing Point Capital
Minnesota
$249K
SIC
672
Sigma Investment Counselors
Michigan
$249K
TH
673
TCTC Holdings
Texas
$248K
MWM
674
Mission Wealth Management
California
$248K
ACM
675
Advance Capital Management
Michigan
$248K