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iShares Russell 2000 Value ETF

954 hedge funds and large institutions have $8.29B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 297 increasing their positions, 353 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 capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

1.04% less ownership

Funds ownership: 76.91%75.86% (-1%)

2% less funds holding

Funds holding: 975954 (-21)

16% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 353

Holders
954
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
SFP
701
Shepherd Financial Partners
Massachusetts
$231K
NG
702
Northstar Group
New York
$230K
HPC
703
HM Payson & Co
Maine
$228K
WS
704
Wedbush Securities
California
$228K
LOPW
705
Live Oak Private Wealth
North Carolina
$227K
HPM
706
Hoxton Planning & Management
West Virginia
$226K
GAM
707
Gotham Asset Management
New York
$226K
GS
708
GWN Securities
Florida
$226K
MFGP
709
Marshall Financial Group (Pennsylvania)
Pennsylvania
$225K
KWS
710
Keystone Wealth Services
California
$224K
RBC
711
Romano Brothers & Co
Illinois
$224K
CCG
712
Chatham Capital Group
Georgia
$222K
AC
713
Annandale Capital
Texas
$222K
HA
714
Huntleigh Advisors
Missouri
$222K
VIA
715
Victrix Investment Advisors
Florida
$221K
SSWM
716
Smith Salley Wealth Management
North Carolina
$221K
M
717
MATAURO
New York
$221K
FWA
718
FSC Wealth Advisors
New York
$218K
LNB
719
Ledyard National Bank
$217K
CIA
720
Concurrent Investment Advisors
Florida
$217K
CWM
721
CCG Wealth Management
California
$216K
SL
722
Sentinus LLC
Illinois
$216K
LWM
723
Lionshead Wealth Management
New York
$214K
NB
724
NBT Bank
New York
$213K
HCM
725
Hollencrest Capital Management
California
$211K