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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
CWM
701
ClientFirst Wealth Management
Arkansas
$253K
LWM
702
Lionshead Wealth Management
New York
$253K
MFGP
703
Marshall Financial Group (Pennsylvania)
Pennsylvania
$252K
RBC
704
Romano Brothers & Co
Illinois
$251K
CCG
705
Chatham Capital Group
Georgia
$249K
HPM
706
Hoxton Planning & Management
West Virginia
$249K
1IA
707
1834 Investment Advisors
Wisconsin
$247K
SSWM
708
Smith Salley Wealth Management
North Carolina
$247K
M
709
MATAURO
New York
$247K
BP
710
Ballentine Partners
Massachusetts
$245K
LNB
711
Ledyard National Bank
$243K
SFS
712
Sharp Financial Services
Pennsylvania
$243K
CWM
713
CCG Wealth Management
California
$243K
MW
714
Members Wealth
Pennsylvania
$239K
HCM
715
Hollencrest Capital Management
California
$236K
AIM
716
Athena Investment Management
California
$234K
BFS
717
Bradley Foster & Sargent
Connecticut
$233K
KWS
718
Keystone Wealth Services
California
$233K
SI
719
Saxon Interests
Texas
$232K
PS
720
Planned Solutions
California
$230K
CIA
721
Cladis Investment Advisory
Montana
$230K
CCG
722
Cypress Capital Group
Florida
$229K
CIA
723
Capital Investment Advisors
Georgia
$229K
IAG
724
Investment Advisory Group
Massachusetts
$229K
WHCFA
725
William Howard & Co Financial Advisors
Tennessee
$228K