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iShares Russell 2000 Value ETF

971 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, 276 increasing their positions, 328 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 51

7% more capital invested

Capital invested by funds: $8.3B → $8.92B (+$622M)

1% more funds holding

Funds holding: 963971 (+8)

1.53% less ownership

Funds ownership: 75.92%74.39% (-1.5%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

16% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 328

67% less call options, than puts

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

Holders
971
Holders Change
+8
Holders Change %
+0.83%
% of All Funds
12.74%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.3%
New
80
Increased
276
Reduced
328
Closed
51
Calls
$26.8M
Puts
$81.3M
Net Calls
-$54.5M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
876
Barrett & Company
Rhode Island
$28.1K
AWM
877
Abound Wealth Management
Tennessee
$27.7K +$2.03K +12 +8%
PCTC
878
Perkins Coie Trust Company
Washington
$27.4K
HDIM
879
Hanson & Doremus Investment Management
Vermont
$27K
DIP
880
DT Investment Partners
Pennsylvania
$26.5K
IRC
881
Investors Research Corp
Georgia
$26.5K
WPA
882
Wealth Preservation Advisors
Tennessee
$26.5K
MMG
883
Monetary Management Group
Missouri
$26.5K
HB
884
Horizon Bancorp
Indiana
$26K
PC
885
Promus Capital
Illinois
$24.6K
PP
886
Pacifica Partners
Canada
$24.3K
GEA
887
Glen Eagle Advisors
New Jersey
$24.2K
WWA
888
Wealth Watch Advisors
Colorado
$24.2K +$23.1K +137 New
MSG
889
Main Street Group
Virginia
$23.2K
AIA
890
Armor Investment Advisors
North Carolina
$23K
DFA
891
DHJJ Financial Advisors
Illinois
$22.3K -$14.3K -85 -40%
PWMG
892
Private Wealth Management Group
New Jersey
$21.2K +$20.3K +120 New
AG
893
AmeriFlex Group
Nevada
$20.5K -$16.4K -97 -46%
FDW
894
Fourth Dimension Wealth
Ohio
$20K
PW
895
Pandora Wealth
Illinois
$18.9K
RFS
896
Richardson Financial Services
Massachusetts
$18.9K
RMC
897
Resources Management Corp
Connecticut
$18K
SN
898
Sittner & Nelson
Oregon
$17.9K -$8.44K -50 -33%
BHWM
899
Beaird Harris Wealth Management
Texas
$17.8K +$16.9K +100 New
CBT
900
Crews Bank & Trust
Florida
$17.7K