IWN icon

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
NG
701
Northstar Group
New York
$257K
RhumbLine Advisers
702
RhumbLine Advisers
Massachusetts
$257K
SIC
703
Sigma Investment Counselors
Michigan
$257K
HIMC
704
Heritage Investors Management Corp
Maryland
$256K
LOPW
705
Live Oak Private Wealth
North Carolina
$254K
GAM
706
Gotham Asset Management
New York
$253K
LFG
707
Larson Financial Group
Missouri
$253K
CWM
708
ClientFirst Wealth Management
Arkansas
$253K
LWM
709
Lionshead Wealth Management
New York
$253K
MFGP
710
Marshall Financial Group (Pennsylvania)
Pennsylvania
$252K
RBC
711
Romano Brothers & Co
Illinois
$251K
CCG
712
Chatham Capital Group
Georgia
$249K
HPM
713
Hoxton Planning & Management
West Virginia
$249K
1IA
714
1834 Investment Advisors
Wisconsin
$247K
SSWM
715
Smith Salley Wealth Management
North Carolina
$247K
M
716
MATAURO
New York
$247K
BP
717
Ballentine Partners
Massachusetts
$245K
LNB
718
Ledyard National Bank
$243K
SFS
719
Sharp Financial Services
Pennsylvania
$243K
CWM
720
CCG Wealth Management
California
$243K
MW
721
Members Wealth
Pennsylvania
$239K
HCM
722
Hollencrest Capital Management
California
$236K
AIM
723
Athena Investment Management
California
$234K
BFS
724
Bradley Foster & Sargent
Connecticut
$233K
KWS
725
Keystone Wealth Services
California
$233K