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iShares Russell 2000 Value ETF

971 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, 276 increasing their positions, 328 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 51

7% more capital invested

Capital invested by funds: $8.3B → $8.92B (+$622M)

1% more funds holding

Funds holding: 963971 (+8)

1.53% less ownership

Funds ownership: 75.92%74.39% (-1.5%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

16% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 328

67% less call options, than puts

Call options by funds: $26.8M | Put options by funds: $81.3M

Holders
971
Holders Change
+8
Holders Change %
+0.83%
% of All Funds
12.74%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.3%
New
80
Increased
276
Reduced
328
Closed
51
Calls
$26.8M
Puts
$81.3M
Net Calls
-$54.5M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$29.1M -$1.62M -9,625 -6%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$28.5M +$1.22M +7,249 +5%
Mariner
53
Mariner
Kansas
$28.3M -$516K -3,054 -2%
WF
54
WoodTrust Financial
Wisconsin
$28M -$368K -2,181 -1%
CC
55
Courier Capital
New York
$26.7M +$288K +1,707 +1%
Corient Private Wealth
56
Corient Private Wealth
Florida
$25.9M +$2.22M +13,133 +10%
JIC
57
Johnson Investment Counsel
Ohio
$25.6M +$140K +829 +0.6%
Truist Financial
58
Truist Financial
North Carolina
$25.5M -$800K -4,739 -3%
ZBNA
59
Zions Bancorporation, National Association
Utah
$24.5M -$22.1M -130,707 -49%
MWM
60
Modera Wealth Management
New Jersey
$24M -$477K -2,828 -2%
Janus Henderson Group
61
Janus Henderson Group
United Kingdom
$23.8M -$153K -908 -0.7%
HighTower Advisors
62
HighTower Advisors
Illinois
$23.5M +$557K +3,298 +3%
SCM
63
Shapiro Capital Management
Georgia
$23.4M +$9.68M +57,325 +76%
PFA
64
Pure Financial Advisors
California
$23.1M +$222K +1,314 +1%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$22.7M +$4.31M +25,557 +25%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$22.5M +$690K +4,086 +3%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$22.3M -$492K -2,916 -2%
RA
68
Royce & Associates
New York
$22.3M +$8.17M +48,419 +62%
Osaic Holdings
69
Osaic Holdings
Arizona
$22M +$7.43M +44,002 +54%
Two Sigma Investments
70
Two Sigma Investments
New York
$20.3M +$19.2M +113,500 +7,567%
PIA
71
Powell Investment Advisors
Florida
$20.2M -$188K -1,111 -1%
Cerity Partners
72
Cerity Partners
New York
$19.5M +$182K +1,077 +1%
AQR Capital Management
73
AQR Capital Management
Connecticut
$19.3M +$1.63M +9,661 +10%
Comerica Bank
74
Comerica Bank
Texas
$18.4M -$4.29M -25,408 -20%
ZF
75
Zhang Financial
Michigan
$18.1M -$454K -2,691 -3%