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iShares Russell 2000 Value ETF

952 hedge funds and large institutions have $8.89B invested in iShares Russell 2000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 267 increasing their positions, 326 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: 267 | Existing positions reduced: 326

67% less call options, than puts

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

Holders
952
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
FWM
101
FSA Wealth Management
Massachusetts
$10.8M
BGIM
102
Brandywine Global Investment Management
Pennsylvania
$10.7M
Stifel Financial
103
Stifel Financial
Missouri
$10.4M
TWC
104
TD Waterhouse Canada
Ontario, Canada
$10.3M
AssetMark Inc
105
AssetMark Inc
California
$10M
RFA
106
RTD Financial Advisors
Pennsylvania
$9.9M
KeyBank National Association
107
KeyBank National Association
Ohio
$9.88M
Franklin Resources
108
Franklin Resources
California
$9.85M
William Blair & Company
109
William Blair & Company
Illinois
$9.74M
SF
110
Summit Financial
New Jersey
$9.58M
FHC
111
First Horizon Corporation
Tennessee
$9.46M
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$9.4M
SI
113
Stephens Inc
Arkansas
$9.39M
IC
114
IEQ Capital
California
$9.37M
PLU
115
Performa Ltd (US)
South Carolina
$9.28M
MWM
116
Marion Wealth Management
Pennsylvania
$9.19M
BPA
117
Beacon Pointe Advisors
California
$9.14M
Principal Financial Group
118
Principal Financial Group
Iowa
$9.14M
TD Asset Management
119
TD Asset Management
Ontario, Canada
$9.03M
KAS
120
Kestra Advisory Services
Texas
$8.8M
Fuller & Thaler Asset Management
121
Fuller & Thaler Asset Management
California
$8.76M
OCM
122
One Capital Management
California
$8.72M
Citigroup
123
Citigroup
New York
$8.7M
CAM
124
Cresset Asset Management
Illinois
$8.69M
VCM
125
Viewpoint Capital Management
Washington
$8.2M