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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
FDCP
776
Foster Dykema Cabot & Partners
Massachusetts
$143K
SC
777
SouthState Corp
Florida
$140K
RTL
778
Red Tortoise LLC
Georgia
$139K
M
779
MOTCO
Texas
$138K
WP
780
WealthShield Partners
North Carolina
$136K
LI
781
LRI Investments
Florida
$134K
GWM
782
Grand Wealth Management
Michigan
$134K
TIM
783
Thompson Investment Management
Wisconsin
$133K
GI
784
GAMMA Investing
California
$127K
TCB
785
Texas Capital Bancshares
Texas
$127K
JFG
786
JDM Financial Group
Texas
$121K
GWSG
787
GPS Wealth Strategies Group
Colorado
$117K
GBT
788
Grove Bank & Trust
Florida
$117K
SWIM
789
Smallwood Wealth Investment Management
New Jersey
$117K
HFS
790
Hopwood Financial Services
Virginia
$116K
NWM
791
Navigoe Wealth Management
California
$115K
WPA
792
West Paces Advisors
Georgia
$115K
FWA
793
Flagship Wealth Advisors
Massachusetts
$114K
CFD
794
Creative Financial Designs
Indiana
$112K
HWM
795
Hemington Wealth Management
Virginia
$112K
EWM
796
EPG Wealth Management
Georgia
$107K
BLC
797
Brown, Lisle/Cummings
Rhode Island
$107K
NL
798
NVWM LLC
Pennsylvania
$106K
AWM
799
Angeles Wealth Management
California
$102K
TIM
800
Tortoise Investment Management
New York
$101K