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iShares Russell 2000 Value ETF

953 hedge funds and large institutions have $8.29B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 296 increasing their positions, 353 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

1.05% less ownership

Funds ownership: 76.86%75.82% (-1%)

2% less funds holding

Funds holding: 973953 (-20)

16% less repeat investments, than reductions

Existing positions increased: 296 | Existing positions reduced: 353

Holders
953
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$53.2M
Puts
$3.09M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
751
Cherry Tree Wealth Management
Minnesota
$165K
RIL
752
Rothschild Investment LLC
Illinois
$164K
MCM
753
Manchester Capital Management
Vermont
$157K
CWM
754
Copia Wealth Management
Oregon
$150K
CT
755
Clearstead Trust
Maine
$149K
WIM
756
Westside Investment Management
California
$148K
CSB
757
City State Bank
Iowa
$148K
RP
758
Rice Partnership
Hawaii
$148K
CPG
759
Cornerstone Planning Group
New Jersey
$146K
WTA
760
Washington Trust Advisors
Massachusetts
$146K
AA
761
Addison Advisors
Vermont
$146K
SMA
762
Sage Mountain Advisors
Georgia
$141K
SC
763
SouthState Corp
Florida
$141K
KIM
764
Kestra Investment Management
Texas
$137K
VCM
765
Versant Capital Management
Arizona
$135K
HFS
766
Hopwood Financial Services
Virginia
$135K
TWM
767
Topsail Wealth Management
North Carolina
$130K
PS
768
Pinney & Scofield
Massachusetts
$128K
FDCP
769
Foster Dykema Cabot & Partners
Massachusetts
$127K
WP
770
WealthShield Partners
North Carolina
$122K
GWSG
771
GPS Wealth Strategies Group
Colorado
$120K
LI
772
LRI Investments
Florida
$120K
GWM
773
Grand Wealth Management
Michigan
$119K
TIM
774
Thompson Investment Management
Wisconsin
$119K
PPA
775
Painted Porch Advisors
California
$114K