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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
EWM
801
EPG Wealth Management
Georgia
$107K
BLC
802
Brown, Lisle/Cummings
Rhode Island
$107K
NL
803
NVWM LLC
Pennsylvania
$106K
AWM
804
Angeles Wealth Management
California
$102K
TIM
805
Tortoise Investment Management
New York
$101K
CBT
806
CoreFirst Bank & Trust
Kansas
$92.8K
BL
807
Balentine LLC
Georgia
$91.8K
EB
808
Eastern Bank
Massachusetts
$86.5K
SFFS
809
Stonehage Fleming Financial Services
Jersey
$86.5K
3IP
810
3Chopt Investment Partners
Virginia
$85.8K
CJ
811
Caitlin John
Michigan
$85.3K
WAG
812
Windsor Advisory Group
Ohio
$83.8K
CB
813
CNB Bank
Pennsylvania
$83.3K
CMP
814
Coston McIsaac & Partners
Maine
$81K
FUBT
815
First United Bank & Trust
Maryland
$79.6K
AP
816
Atwood & Palmer
Missouri
$77.6K
RWA
817
Redmont Wealth Advisors
Illinois
$76.1K
SWP
818
Strategic Wealth Partners
Ohio
$75.3K
BFPW
819
BOK Financial Private Wealth
Colorado
$74.7K
MG
820
MilWealth Group
Wisconsin
$73.8K
FFA
821
Frazier Financial Advisors
Ohio
$73K
SA
822
Seneschal Advisors
Washington
$72.5K
SWA
823
SOA Wealth Advisors
New York
$70.5K
Loomis, Sayles & Company
824
Loomis, Sayles & Company
Massachusetts
$70.4K
FP
825
Financial Perspectives
Minnesota
$69.6K