IWN icon

iShares Russell 2000 Value ETF

958 hedge funds and large institutions have $8.91B invested in iShares Russell 2000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 269 increasing their positions, 328 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

4% less funds holding in top 10

Funds holding in top 10: 2322 (-1)

18% less repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 328

67% less call options, than puts

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

Holders
958
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$26.8M
Puts
$81.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBA
976
Coastal Bridge Advisors
Connecticut
LWANC
977
Laurel Wealth Advisors (North Carolina)
North Carolina
GS
978
GWN Securities
Florida
HA
979
Huntleigh Advisors
Missouri
VIA
980
Victrix Investment Advisors
Florida
SL
981
Sentinus LLC
Illinois
FLPIM
982
F.L. Putnam Investment Management
Massachusetts
AWM
983
Accel Wealth Management
Iowa
CW
984
Curio Wealth
Maryland
SC
985
Stephens Consulting
Michigan
KIM
986
Kestra Investment Management
Texas
AWM
987
Atticus Wealth Management
Florida
WA
988
Whipplewood Advisors
Colorado
BA
989
Bellwether Advisors
Nebraska
AT
990
Avalon Trust
New Mexico
TFGT
991
TS Financial Group (TSFG)
Illinois
AAG
992
Armstrong Advisory Group
Massachusetts
MS
993
Marshall & Sullivan
Washington
GM
994
GeoWealth Management
Illinois
CPA
995
Compass Planning Associates
Massachusetts
WTFG
996
Wood Tarver Financial Group
Idaho
BCMLT
997
Beacon Capital Management LLC (Tennessee)
Tennessee
OAJ
998
Ogorek Anthony Joseph
New York
BIG
999
Brooklyn Investment Group
New York
RWS
1000
Retirement Wealth Solutions
Wisconsin