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iShares Russell 2000 Value ETF

958 hedge funds and large institutions have $8.91B invested in iShares Russell 2000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 269 increasing their positions, 328 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: 269 | Existing positions reduced: 328

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
HIMC
701
Heritage Investors Management Corp
Maryland
$256K
LOPW
702
Live Oak Private Wealth
North Carolina
$254K
GAM
703
Gotham Asset Management
New York
$253K
LFG
704
Larson Financial Group
Missouri
$253K
CWM
705
ClientFirst Wealth Management
Arkansas
$253K
LWM
706
Lionshead Wealth Management
New York
$253K
MFGP
707
Marshall Financial Group (Pennsylvania)
Pennsylvania
$252K
RBC
708
Romano Brothers & Co
Illinois
$251K
CCG
709
Chatham Capital Group
Georgia
$249K
HPM
710
Hoxton Planning & Management
West Virginia
$249K
1IA
711
1834 Investment Advisors
Wisconsin
$247K
SSWM
712
Smith Salley Wealth Management
North Carolina
$247K
M
713
MATAURO
New York
$247K
BP
714
Ballentine Partners
Massachusetts
$245K
LNB
715
Ledyard National Bank
$243K
SFS
716
Sharp Financial Services
Pennsylvania
$243K
CWM
717
CCG Wealth Management
California
$243K
MW
718
Members Wealth
Pennsylvania
$239K
HCM
719
Hollencrest Capital Management
California
$236K
AIM
720
Athena Investment Management
California
$234K
BFS
721
Bradley Foster & Sargent
Connecticut
$233K
KWS
722
Keystone Wealth Services
California
$233K
SI
723
Saxon Interests
Texas
$232K
PS
724
Planned Solutions
California
$230K
CIA
725
Cladis Investment Advisory
Montana
$230K