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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
SI
726
Saxon Interests
Texas
$232K
PS
727
Planned Solutions
California
$230K
CIA
728
Cladis Investment Advisory
Montana
$230K
CCG
729
Cypress Capital Group
Florida
$229K
CIA
730
Capital Investment Advisors
Georgia
$229K
IAG
731
Investment Advisory Group
Massachusetts
$229K
WHCFA
732
William Howard & Co Financial Advisors
Tennessee
$228K
REMPR
733
Roof Eidam Maycock Peralta (REMP)
California
$227K
SAM
734
S.A. Mason
Michigan
$223K
MFP
735
Meridian Financial Partners
Virginia
$223K
PIFP
736
Partners in Financial Planning
Virginia
$223K
NB
737
NBT Bank
New York
$222K
CFS
738
Cannon Financial Strategists
Georgia
$220K
KFP
739
KMG Fiduciary Partners
Ohio
$219K
AIM
740
Anchor Investment Management
South Carolina
$218K
PAS
741
Professional Advisory Services
Florida
$218K
WPC
742
Wedmont Private Capital
Pennsylvania
$217K
DWM
743
Dakota Wealth Management
Florida
$215K
TFO
744
Timonier Family Office
North Carolina
$213K
CIA
745
Concurrent Investment Advisors
Florida
$213K
SMH
746
Sanders Morris Harris
Texas
$212K
S
747
Sunpointe
Missouri
$212K
TCWM
748
Total Clarity Wealth Management
Illinois
$212K
FCMA
749
Foresight Capital Management Advisors
Michigan
$210K
BF
750
Blankinship & Foster
California
$210K