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iShares Russell 2000 Value ETF

962 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, 273 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)

17% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 327

67% less call options, than puts

Call options by funds: $26.8M | Put options by funds: $81.3M

Holders
962
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
CFD
801
Creative Financial Designs
Indiana
$112K
HWM
802
Hemington Wealth Management
Virginia
$112K
EWM
803
EPG Wealth Management
Georgia
$107K
BLC
804
Brown, Lisle/Cummings
Rhode Island
$107K
NL
805
NVWM LLC
Pennsylvania
$106K
AWM
806
Angeles Wealth Management
California
$102K
TIM
807
Tortoise Investment Management
New York
$101K
CBT
808
CoreFirst Bank & Trust
Kansas
$92.8K
BL
809
Balentine LLC
Georgia
$91.8K
EB
810
Eastern Bank
Massachusetts
$86.5K
SFFS
811
Stonehage Fleming Financial Services
Jersey
$86.5K
3IP
812
3Chopt Investment Partners
Virginia
$85.8K
CJ
813
Caitlin John
Michigan
$85.3K
WAG
814
Windsor Advisory Group
Ohio
$83.8K
CB
815
CNB Bank
Pennsylvania
$83.3K
CMP
816
Coston McIsaac & Partners
Maine
$81K
FUBT
817
First United Bank & Trust
Maryland
$79.6K
AP
818
Atwood & Palmer
Missouri
$77.6K
RWA
819
Redmont Wealth Advisors
Illinois
$76.1K
SWP
820
Strategic Wealth Partners
Ohio
$75.3K
BFPW
821
BOK Financial Private Wealth
Colorado
$74.7K
MG
822
MilWealth Group
Wisconsin
$73.8K
FFA
823
Frazier Financial Advisors
Ohio
$73K
SA
824
Seneschal Advisors
Washington
$72.5K
SWA
825
SOA Wealth Advisors
New York
$70.5K