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iShares Russell 2000 Value ETF

969 hedge funds and large institutions have $8.4B invested in iShares Russell 2000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 274 increasing their positions, 386 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
-75
Holders Change %
-7.18%
% of All Funds
13.16%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.3%
New
58
Increased
274
Reduced
386
Closed
116
Calls
$68.5M
Puts
$4.45M
Net Calls
+$64M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
801
Creative Financial Designs
Indiana
$99.6K +$151 +1 +0.2%
GBT
802
Grove Bank & Trust
Florida
$99.5K
SWIM
803
Smallwood Wealth Investment Management
New Jersey
$99.5K +$99.5K +658 New
WAOTB
804
Wealth Advisors of Tampa Bay
Florida
$99.2K +$99.2K +657 New
WPA
805
West Paces Advisors
Georgia
$98.1K
NWM
806
Navigoe Wealth Management
California
$98K
BLC
807
Brown, Lisle/Cummings
Rhode Island
$91.3K
CAL
808
Capital Advisors Ltd
Ohio
$91K -$15.1K -100 -14%
NL
809
NVWM LLC
Pennsylvania
$90.6K
GM
810
GeoWealth Management
Illinois
$88.3K
AWM
811
Angeles Wealth Management
California
$86.8K -$6.19K -41 -7%
TIM
812
Tortoise Investment Management
New York
$86.5K -$9.66K -64 -10%
FUBT
813
First United Bank & Trust
Maryland
$86.1K -$10.7K -71 -11%
KIM
814
Kestra Investment Management
Texas
$84.2K +$84.2K +558 New
AP
815
Atwood & Palmer
Missouri
$81.4K
IIL
816
Insight Inv LLC
California
$79.6K
HH
817
HWG Holdings
Texas
$77.8K +$77.8K +515 New
BL
818
Balentine LLC
Georgia
$76.8K
RWA
819
Redmont Wealth Advisors
Illinois
$76K -$199K -1,315 -72%
PWM
820
Parkworth Wealth Management
California
$74.9K +$302 +2 +0.4%
SFFS
821
Stonehage Fleming Financial Services
Jersey
$73.8K
BFPW
822
BOK Financial Private Wealth
Colorado
$72.4K -$10.4K -69 -13%
WAG
823
Windsor Advisory Group
Ohio
$71.6K
CB
824
CNB Bank
Pennsylvania
$71.1K
TC
825
Trust Company
Kansas
$69.5K