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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
HWM
901
Horizons Wealth Management
North Carolina
$17.7K
ACA
902
American Capital Advisory
Idaho
$17.7K +$16.9K +100 New
PPC
903
Park Place Capital
Alabama
$16.4K -$312K -1,849 -95%
GWP
904
Gen-Wealth Partners
Michigan
$16.1K
QC
905
Quent Capital
New York
$15.2K +$14.5K +86 New
KPP
906
Kings Path Partners
Texas
$15K
WOSD
907
WFA of San Diego
California
$15K
WWM
908
Wolff Wiese Magana
California
$14.9K
PWA
909
Provenance Wealth Advisors
Florida
$14.3K
DWM
910
Darwin Wealth Management
Florida
$13.9K
MFA
911
Morling Financial Advisors
California
$13.8K
MIA
912
Milestone Investment Advisors
Wisconsin
$13.4K
SIC
913
Salem Investment Counselors
North Carolina
$12.7K
FG
914
Fairman Group
Pennsylvania
$12.7K +$169 +1 +1%
MBFW
915
Morton Brown Family Wealth
Pennsylvania
$12.4K
PIP
916
Peachtree Investment Partners
Florida
$12K
CA
917
CoreCap Advisors
Michigan
$11.8K +$5.07K +30 +81%
SS
918
Sunbelt Securities
Texas
$11.8K +$5.07K +30 +81%
FLP
919
Financial Life Planners
Arizona
$11.7K +$11.1K +66 New
FCMT
920
Founders Capital Management (Texas)
Texas
$11.7K
FFA
921
Founders Financial Alliance
North Carolina
$11.2K +$506 +3 +5%
VWM
922
Valley Wealth Managers
New Jersey
$11.1K
PSFG
923
Park Square Financial Group
Georgia
$11K -$6.42K -38 -38%
AWM
924
Activest Wealth Management
Florida
$10.6K +$506 +3 +5%
RF
925
Rossby Financial
Florida
$10.1K