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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
BPC
676
Bearing Point Capital
Minnesota
$279K
TH
677
TCTC Holdings
Texas
$278K
CA
678
Capital Advantage
California
$276K
AF
679
Atala Financial
California
$276K
EIP
680
Ellis Investment Partners
Pennsylvania
$275K
PWPS
681
Pinnacle Wealth Planning Services
Ohio
$275K
ARA
682
Alexander Randolph Advisory
Virginia
$275K
DWM
683
Destination Wealth Management
California
$275K
GJIA
684
Glass Jacobson Investment Advisors
Maryland
$274K
TC
685
TownSquare Capital
Utah
$270K
ADL
686
Asset Dedication LLC
California
$270K
WS
687
Wedbush Securities
California
$267K
AA
688
Aufman Associates
Pennsylvania
$265K
NWA
689
Navis Wealth Advisors
New York
$265K
CIA
690
Compass Ion Advisors
Pennsylvania
$265K
OC
691
Oakworth Capital
Alabama
$265K
SFWA
692
Summit Financial Wealth Advisors
Louisiana
$263K
IAS
693
Insigneo Advisory Services
Florida
$263K
IBOK
694
Independence Bank of Kentucky
Kentucky
$262K
JIC
695
Joel Isaacson & Co
New York
$261K
IFWM
696
Institute for Wealth Management
Colorado
$261K
SFP
697
Shepherd Financial Partners
Massachusetts
$259K
NG
698
Northstar Group
New York
$257K
RhumbLine Advisers
699
RhumbLine Advisers
Massachusetts
$257K
SIC
700
Sigma Investment Counselors
Michigan
$257K