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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
CCG
726
Cypress Capital Group
Florida
$229K
CIA
727
Capital Investment Advisors
Georgia
$229K
IAG
728
Investment Advisory Group
Massachusetts
$229K
WHCFA
729
William Howard & Co Financial Advisors
Tennessee
$228K
REMPR
730
Roof Eidam Maycock Peralta (REMP)
California
$227K
SAM
731
S.A. Mason
Michigan
$223K
MFP
732
Meridian Financial Partners
Virginia
$223K
PIFP
733
Partners in Financial Planning
Virginia
$223K
NB
734
NBT Bank
New York
$222K
CFS
735
Cannon Financial Strategists
Georgia
$220K
KFP
736
KMG Fiduciary Partners
Ohio
$219K
AIM
737
Anchor Investment Management
South Carolina
$218K
PAS
738
Professional Advisory Services
Florida
$218K
WPC
739
Wedmont Private Capital
Pennsylvania
$217K
DWM
740
Dakota Wealth Management
Florida
$215K
TFO
741
Timonier Family Office
North Carolina
$213K
CIA
742
Concurrent Investment Advisors
Florida
$213K
SMH
743
Sanders Morris Harris
Texas
$212K
S
744
Sunpointe
Missouri
$212K
TCWM
745
Total Clarity Wealth Management
Illinois
$212K
FCMA
746
Foresight Capital Management Advisors
Michigan
$210K
BF
747
Blankinship & Foster
California
$210K
MEAC
748
M.E. Allison & Co
Texas
$210K
PAM
749
Palisade Asset Management
Minnesota
$209K
MFA
750
McClarren Financial Advisors
Pennsylvania
$209K