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iShares Russell 2000 Value ETF

958 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, 270 increasing their positions, 327 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)

17% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 327

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