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iShares Russell 2000 Value ETF

952 hedge funds and large institutions have $8.89B invested in iShares Russell 2000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 267 increasing their positions, 326 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: 267 | Existing positions reduced: 326

67% less call options, than puts

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

Holders
952
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
AAS
751
Ameritas Advisory Services
Nebraska
$203K
CF
752
Centaurus Financial
California
$198K
HPC
753
HM Payson & Co
Maine
$194K
Lazard Asset Management
754
Lazard Asset Management
New York
$194K
SG Americas Securities
755
SG Americas Securities
New York
$193K
FDCDDQ
756
Federation des caisses Desjardins du Quebec
Quebec, Canada
$192K
BI
757
Binnacle Investments
Iowa
$188K
CTWM
758
Cherry Tree Wealth Management
Minnesota
$184K
RIL
759
Rothschild Investment LLC
Illinois
$183K
MCM
760
Manchester Capital Management
Vermont
$176K
EWA
761
EverSource Wealth Advisors
Alabama
$172K
RP
762
Rice Partnership
Hawaii
$170K
CWM
763
Copia Wealth Management
Oregon
$169K
CT
764
Clearstead Trust
Maine
$167K
WIM
765
Westside Investment Management
California
$166K
RPC
766
Rossmore Private Capital
Connecticut
$166K
CSB
767
City State Bank
Iowa
$166K
WTA
768
Washington Trust Advisors
Massachusetts
$164K
SMA
769
Sage Mountain Advisors
Georgia
$164K
CPG
770
Cornerstone Planning Group
New Jersey
$161K
AA
771
Addison Advisors
Vermont
$156K
VCM
772
Versant Capital Management
Arizona
$151K
HWA
773
Heartwood Wealth Advisors
Virginia
$146K
TWM
774
Topsail Wealth Management
North Carolina
$146K
PS
775
Pinney & Scofield
Massachusetts
$143K