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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
EIP
676
Ellis Investment Partners
Pennsylvania
$275K
PWPS
677
Pinnacle Wealth Planning Services
Ohio
$275K
ARA
678
Alexander Randolph Advisory
Virginia
$275K
DWM
679
Destination Wealth Management
California
$275K
GJIA
680
Glass Jacobson Investment Advisors
Maryland
$274K
TC
681
TownSquare Capital
Utah
$270K
ADL
682
Asset Dedication LLC
California
$270K
WS
683
Wedbush Securities
California
$267K
AA
684
Aufman Associates
Pennsylvania
$265K
NWA
685
Navis Wealth Advisors
New York
$265K
CIA
686
Compass Ion Advisors
Pennsylvania
$265K
OC
687
Oakworth Capital
Alabama
$265K
SFWA
688
Summit Financial Wealth Advisors
Louisiana
$263K
IAS
689
Insigneo Advisory Services
Florida
$263K
IBOK
690
Independence Bank of Kentucky
Kentucky
$262K
JIC
691
Joel Isaacson & Co
New York
$261K
IFWM
692
Institute for Wealth Management
Colorado
$261K
SFP
693
Shepherd Financial Partners
Massachusetts
$259K
NG
694
Northstar Group
New York
$257K
RhumbLine Advisers
695
RhumbLine Advisers
Massachusetts
$257K
SIC
696
Sigma Investment Counselors
Michigan
$257K
HIMC
697
Heritage Investors Management Corp
Maryland
$256K
LOPW
698
Live Oak Private Wealth
North Carolina
$254K
GAM
699
Gotham Asset Management
New York
$253K
LFG
700
Larson Financial Group
Missouri
$253K