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iShares Russell 2000 Value ETF

954 hedge funds and large institutions have $8.29B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 297 increasing their positions, 353 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

1.04% less ownership

Funds ownership: 76.91%75.87% (-1%)

2% less funds holding

Funds holding: 975954 (-21)

16% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 353

Holders
954
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$53.2M
Puts
$3.09M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
926
Jackson Grant Investment Advisers
Connecticut
$5.3K
TPWA
927
Twin Peaks Wealth Advisors
California
$4.98K
BIM
928
Breakwater Investment Management
Washington
$4.89K
HNW
929
High Note Wealth
Minnesota
$4.73K
MWM
930
Mascoma Wealth Management
New Hampshire
$4.42K
PP
931
PrairieView Partners
Minnesota
$4K
RCM
932
Raleigh Capital Management
North Carolina
$3.97K
GPFA
933
Game Plan Financial Advisors
Ohio
$3.94K
BC
934
Belmont Capital
California
$3.94K
OP
935
ORG Partners
Indiana
$3.44K
BC
936
Broadwater Capital
Massachusetts
$3.14K
BCPWM
937
Bradley & Co Private Wealth Management
Florida
$3K
MCA
938
Maryland Capital Advisors
Maryland
$2.68K
MEG
939
Millstone Evans Group
Colorado
$2.52K
MSWA
940
Marshall & Sterling Wealth Advisors
New York
$2.52K
FGC
941
Financial Gravity Companies
Texas
$2.52K
KIG
942
Kessler Investment Group
Indiana
$2.05K
HFS
943
Hantz Financial Services
Michigan
$2K
CWP
944
Concord Wealth Partners
Virginia
$1.78K
GTAM
945
Global Trust Asset Management
Florida
$1.74K
SIS
946
Sound Income Strategies
Florida
$1.73K
PWM
947
Provident Wealth Management
Tennessee
$1.58K
OA
948
Operose Advisors
Wisconsin
$1.1K
PMIM
949
Prudent Man Investment Management
Colorado
$821
BIA
950
Bell Investment Advisors
California
$632