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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
WA
1001
Whipplewood Advisors
Colorado
-$55.2K -350 Closed
BA
1002
Bellwether Advisors
Nebraska
-$36.8K -233 Closed
AT
1003
Avalon Trust
New Mexico
-$31.6K -200 Closed
TFGT
1004
TS Financial Group (TSFG)
Illinois
-$30K -190 Closed
AAG
1005
Armstrong Advisory Group
Massachusetts
-$29.8K -189 Closed
MS
1006
Marshall & Sullivan
Washington
-$27.8K -176 Closed
GM
1007
GeoWealth Management
Illinois
-$18.8K -119 Closed
CPA
1008
Compass Planning Associates
Massachusetts
-$14.1K -89 Closed
WTFG
1009
Wood Tarver Financial Group
Idaho
-$13K -88 Closed
BCMLT
1010
Beacon Capital Management LLC (Tennessee)
Tennessee
-$13.5K -86 Closed
OAJ
1011
Ogorek Anthony Joseph
New York
-$10K -65 Closed
BIG
1012
Brooklyn Investment Group
New York
-$8.36K -53 Closed
RWS
1013
Retirement Wealth Solutions
Wisconsin
-$7.89K -50 Closed
AF
1014
Alerus Financial
North Dakota
-$7.1K -45 Closed
RI
1015
Ridgewood Investments
New Jersey
-$5.84K -37 Closed
HNW
1016
High Note Wealth
Minnesota
-$4.73K -30 Closed
TPWA
1017
Twin Peaks Wealth Advisors
California
-$4.98K -30 Closed
RCM
1018
Raleigh Capital Management
North Carolina
-$3.97K -25 Closed
MSWA
1019
Marshall & Sterling Wealth Advisors
New York
-$2.52K -16 Closed
KIG
1020
Kessler Investment Group
Indiana
-$2.05K -13 Closed
PWM
1021
Provident Wealth Management
Tennessee
-$1.58K -10 Closed
T
1022
Transce3nd
Texas
-$631 -4 Closed
CTA
1023
Colonial Trust Advisors
South Carolina
-$528 -3 Closed