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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
OLA
676
Oliver Luxxe Assets
New Jersey
$282K
ACM
677
Advance Capital Management
Michigan
$280K
EIA
678
Edgemoor Investment Advisors
Maryland
$280K
BPC
679
Bearing Point Capital
Minnesota
$279K
TH
680
TCTC Holdings
Texas
$278K
CA
681
Capital Advantage
California
$276K
AF
682
Atala Financial
California
$276K
EIP
683
Ellis Investment Partners
Pennsylvania
$275K
PWPS
684
Pinnacle Wealth Planning Services
Ohio
$275K
ARA
685
Alexander Randolph Advisory
Virginia
$275K
DWM
686
Destination Wealth Management
California
$275K
GJIA
687
Glass Jacobson Investment Advisors
Maryland
$274K
TC
688
TownSquare Capital
Utah
$270K
ADL
689
Asset Dedication LLC
California
$270K
WS
690
Wedbush Securities
California
$267K
NWA
691
Navis Wealth Advisors
New York
$265K
AA
692
Aufman Associates
Pennsylvania
$265K
CIA
693
Compass Ion Advisors
Pennsylvania
$265K
OC
694
Oakworth Capital
Alabama
$265K
SFWA
695
Summit Financial Wealth Advisors
Louisiana
$263K
IAS
696
Insigneo Advisory Services
Florida
$263K
IBOK
697
Independence Bank of Kentucky
Kentucky
$262K
JIC
698
Joel Isaacson & Co
New York
$261K
IFWM
699
Institute for Wealth Management
Colorado
$261K
SFP
700
Shepherd Financial Partners
Massachusetts
$259K