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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
HIA
101
Harbor Investment Advisory
Maryland
$10.8M -$49.3K -292 -0.5%
FWM
102
FSA Wealth Management
Massachusetts
$10.8M +$72.1K +427 +0.7%
BGIM
103
Brandywine Global Investment Management
Pennsylvania
$10.7M +$6.02M +35,633 +142%
Stifel Financial
104
Stifel Financial
Missouri
$10.4M -$247K -1,463 -2%
TWC
105
TD Waterhouse Canada
Ontario, Canada
$10.3M +$750K +4,444 +8%
AssetMark Inc
106
AssetMark Inc
California
$10M +$8.98M +53,222 +1,500%
RFA
107
RTD Financial Advisors
Pennsylvania
$9.9M -$316K -1,869 -3%
KeyBank National Association
108
KeyBank National Association
Ohio
$9.88M -$330K -1,954 -3%
Franklin Resources
109
Franklin Resources
California
$9.85M -$265K -1,567 -3%
William Blair & Company
110
William Blair & Company
Illinois
$9.74M -$145K -858 -2%
SF
111
Summit Financial
New Jersey
$9.58M +$3.08M +18,273 +51%
FHC
112
First Horizon Corporation
Tennessee
$9.46M +$9.04M +53,519 New
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$9.4M +$774K +4,586 +9%
SI
114
Stephens Inc
Arkansas
$9.39M -$13.2K -78 -0.1%
IC
115
IEQ Capital
California
$9.37M +$2.53K +15 +0%
PLU
116
Performa Ltd (US)
South Carolina
$9.28M
MWM
117
Marion Wealth Management
Pennsylvania
$9.19M +$54.9K +325 +0.6%
BPA
118
Beacon Pointe Advisors
California
$9.14M +$6.11M +36,163 +233%
Principal Financial Group
119
Principal Financial Group
Iowa
$9.14M +$2.51M +14,870 +40%
TD Asset Management
120
TD Asset Management
Ontario, Canada
$9.03M +$729K +4,318 +9%
KAS
121
Kestra Advisory Services
Texas
$8.8M +$706K +4,181 +9%
Fuller & Thaler Asset Management
122
Fuller & Thaler Asset Management
California
$8.76M +$3.56M +21,082 +74%
OCM
123
One Capital Management
California
$8.72M -$198K -1,173 -2%
Citigroup
124
Citigroup
New York
$8.7M -$9.06M -53,671 -52%
VCM
125
Viewpoint Capital Management
Washington
$8.2M +$174K +1,032 +2%