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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
SWA
826
SOA Wealth Advisors
New York
$70.5K
Loomis, Sayles & Company
827
Loomis, Sayles & Company
Massachusetts
$70.4K
FP
828
Financial Perspectives
Minnesota
$69.6K
CB
829
Community Bank
New York
$67.9K
TCOT
830
Trust Company of Toledo
Ohio
$63.7K
CA
831
Crewe Advisors
Utah
$62.4K
CAL
832
Capital Advisors Ltd
Ohio
$62K
RBC
833
Roble Belko & Company
Pennsylvania
$60K
BA
834
Ballast Advisors
Minnesota
$59.8K
BSB
835
Bangor Savings Bank
Maine
$59.6K
MAM
836
Marquette Asset Management
Minnesota
$57.3K
CMA
837
Cedar Mountain Advisors
Oregon
$55.3K
PB
838
Pinnacle Bancorp
Nebraska
$55.2K
HBW
839
Hazlett, Burt & Watson
West Virginia
$55K
GSWM
840
Golden State Wealth Management
California
$54.5K
ICCON
841
Investment Counsel Company of Nevada
Nevada
$54.5K
RFP
842
Root Financial Partners
California
$53.4K
FFWM
843
Future Financial Wealth Management
Ohio
$53K
RPA
844
Redwood Park Advisors
California
$49.5K
EK
845
Evensky & Katz
Florida
$49K
FMTCOCP
846
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$49K
RF
847
Roxbury Financial
New Jersey
$48.6K
UCB
848
United Community Bank
South Carolina
$48.3K
STB
849
S&T Bank
Pennsylvania
$46.1K
CCM
850
Cloud Capital Management
Washington
$45K