IWN icon

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
VCM
776
Versant Capital Management
Arizona
$151K
HWA
777
Heartwood Wealth Advisors
Virginia
$146K
TWM
778
Topsail Wealth Management
North Carolina
$146K
PS
779
Pinney & Scofield
Massachusetts
$143K
FDCP
780
Foster Dykema Cabot & Partners
Massachusetts
$143K
SC
781
SouthState Corp
Florida
$140K
RTL
782
Red Tortoise LLC
Georgia
$139K
M
783
MOTCO
Texas
$138K
WP
784
WealthShield Partners
North Carolina
$136K
LI
785
LRI Investments
Florida
$134K
GWM
786
Grand Wealth Management
Michigan
$134K
TIM
787
Thompson Investment Management
Wisconsin
$133K
PPA
788
Painted Porch Advisors
California
$128K
GI
789
GAMMA Investing
California
$127K
TCB
790
Texas Capital Bancshares
Texas
$127K
JFG
791
JDM Financial Group
Texas
$121K
GWSG
792
GPS Wealth Strategies Group
Colorado
$117K
GBT
793
Grove Bank & Trust
Florida
$117K
SWIM
794
Smallwood Wealth Investment Management
New Jersey
$117K
HFS
795
Hopwood Financial Services
Virginia
$116K
NWM
796
Navigoe Wealth Management
California
$115K
WPA
797
West Paces Advisors
Georgia
$115K
FWA
798
Flagship Wealth Advisors
Massachusetts
$114K
CFD
799
Creative Financial Designs
Indiana
$112K
HWM
800
Hemington Wealth Management
Virginia
$112K