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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
SMA
776
Sage Mountain Advisors
Georgia
$164K
CPG
777
Cornerstone Planning Group
New Jersey
$161K
AA
778
Addison Advisors
Vermont
$156K
VCM
779
Versant Capital Management
Arizona
$151K
HWA
780
Heartwood Wealth Advisors
Virginia
$146K
TWM
781
Topsail Wealth Management
North Carolina
$146K
PS
782
Pinney & Scofield
Massachusetts
$143K
FDCP
783
Foster Dykema Cabot & Partners
Massachusetts
$143K
SC
784
SouthState Corp
Florida
$140K
RTL
785
Red Tortoise LLC
Georgia
$139K
M
786
MOTCO
Texas
$138K
WP
787
WealthShield Partners
North Carolina
$136K
LI
788
LRI Investments
Florida
$134K
GWM
789
Grand Wealth Management
Michigan
$134K
TIM
790
Thompson Investment Management
Wisconsin
$133K
PPA
791
Painted Porch Advisors
California
$128K
GI
792
GAMMA Investing
California
$127K
TCB
793
Texas Capital Bancshares
Texas
$127K
JFG
794
JDM Financial Group
Texas
$121K
GWSG
795
GPS Wealth Strategies Group
Colorado
$117K
GBT
796
Grove Bank & Trust
Florida
$117K
SWIM
797
Smallwood Wealth Investment Management
New Jersey
$117K
HFS
798
Hopwood Financial Services
Virginia
$116K
NWM
799
Navigoe Wealth Management
California
$115K
WPA
800
West Paces Advisors
Georgia
$115K