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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
EF
76
Elite Financial
Idaho
$17.1M +$104K +616 +0.6%
FT
77
Fiduciary Trust
Massachusetts
$16.3M -$294K -1,740 -2%
LI
78
Leeward Investments
Massachusetts
$15.8M -$7.09M -42,005 -32%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$15.8M +$258K +1,526 +2%
AllianceBernstein
80
AllianceBernstein
Tennessee
$15.7M -$276K -1,633 -2%
SF
81
Synovus Financial
Georgia
$15.5M +$9.12K +54 +0.1%
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$15.2M -$82.7K -490 -0.6%
SC
83
Savant Capital
Illinois
$15M -$77.7K -460 -0.5%
AL
84
Aspiriant LLC
California
$15M -$48.8K -289 -0.3%
Creative Planning
85
Creative Planning
Kansas
$15M +$134K +792 +0.9%
WA
86
Waverly Advisors
Alabama
$13.9M -$378K -2,238 -3%
TSW
87
Thompson Siegel & Walmsley
Virginia
$13.6M -$206K -1,220 -2%
WANY
88
Wealthspire Advisors (New York)
New York
$13.4M +$121K +716 +1%
MGIA
89
Moneta Group Investment Advisors
Missouri
$13.2M -$1.14M -6,760 -8%
HWA
90
Hillcrest Wealth Advisors
New Jersey
$12.6M -$359K -2,125 -3%
Kovitz Investment Group Partners
91
Kovitz Investment Group Partners
Illinois
$12.1M -$126K -744 -1%
Citadel Advisors
92
Citadel Advisors
Florida
$11.9M -$11M -65,206 -49%
AF
93
Allworth Financial
California
$11.7M -$198K -1,172 -2%
B
94
Bailard
California
$11.7M -$128K -761 -1%
AP
95
Advisors Preferred
Maryland
$11.2M +$10.7M +63,296 New
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$11.2M -$121K -716 -1%
Jane Street
97
Jane Street
New York
$11.1M +$10.6M +62,816 New
SCG
98
Sonata Capital Group
Washington
$11.1M -$3.71K -22 -0%
SAM
99
Silvercrest Asset Management
New York
$11.1M -$4.64M -27,458 -30%
LFWA
100
LBJ Family Wealth Advisors
Texas
$11M -$46.9K -278 -0.4%