We are live on ! Find out more
IWN icon

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
BWL
926
Bogart Wealth LLC
Virginia
$10.1K
NG
927
NWK Group
California
$10.1K
OL
928
one8zero8 LLC
North Carolina
$9.72K
MSFP
929
Mark Sheptoff Financial Planning
Connecticut
$9.55K
FA
930
Financial Avengers
California
$9.37K
FC
931
Financial Consulate
Maryland
$9.02K +$8.61K +51 New
EPAM
932
Evelyn Partners Asset Management
$8.84K
TPBG
933
Turning Point Benefit Group
Maryland
$8.7K +$8.27K +49 New
ME
934
McIlrath & Eck
Washington
$8.37K
AC
935
AlphaCore Capital
California
$7.96K -$67.7K -401 -90%
RCM
936
Richardson Capital Management
Wisconsin
$7.96K
HWP
937
Highline Wealth Partners
California
$7.82K +$7.43K +44 New
CFP
938
Comprehensive Financial Planning
Pennsylvania
$7.76K
GA
939
GoalVest Advisory
New York
$7.6K
LWMI
940
Legacy Wealth Management (Idaho)
Idaho
$7.6K +$7.26K +43 New
AEPWM
941
Atlantic Edge Private Wealth Management
Florida
$7.43K
1NWS
942
1 North Wealth Services
Maryland
$7.07K
TLCM
943
Twin Lakes Capital Management
California
$7.07K
KFP
944
Kerr Financial Planning
California
$6.79K +$6.58K +39 New
DF
945
Dunhill Financial
United Kingdom
$6.55K
SRCM
946
Signature Resources Capital Management
California
$6.54K +$6.25K +37 New
FAI
947
Fiduciary Advisors Inc
Missouri
$6.19K
TSMHT
948
Thurston Springer Miller Herd & Titak
Indiana
$6.19K
RF
949
Robinswood Financial
Washington
$6.12K
JGIA
950
Jackson Grant Investment Advisers
Connecticut
$5.97K