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iShares Russell 2000 Value ETF

946 hedge funds and large institutions have $8.28B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 294 increasing their positions, 350 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

8% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 65

2% less funds holding

Funds holding: 970946 (-24)

16% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 350

Holders
946
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$53.2M
Puts
$3.09M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$10.1M
SCG
102
Sonata Capital Group
Washington
$9.9M
LFWA
103
LBJ Family Wealth Advisors
Texas
$9.87M
EWA
104
EP Wealth Advisors
California
$9.86M
HIA
105
Harbor Investment Advisory
Maryland
$9.72M
CWM
106
Congress Wealth Management
Massachusetts
$9.61M
FWM
107
FSA Wealth Management
Massachusetts
$9.57M
Stifel Financial
108
Stifel Financial
Missouri
$9.52M
GIM
109
Glenmede Investment Management
Pennsylvania
$9.48M
RFA
110
RTD Financial Advisors
Pennsylvania
$9.13M
KeyBank National Association
111
KeyBank National Association
Ohio
$9.12M
Franklin Resources
112
Franklin Resources
California
$9.03M
William Blair & Company
113
William Blair & Company
Illinois
$8.83M
Prudential Financial
114
Prudential Financial
New Jersey
$8.81M
TRCT
115
Tower Research Capital (TRC)
New York
$8.66M
TWC
116
TD Waterhouse Canada
Ontario, Canada
$8.62M
FHA
117
First Horizon Advisors
Tennessee
$8.59M
FPAS
118
Focus Partners Advisor Solutions
Missouri
$8.52M
SI
119
Stephens Inc
Arkansas
$8.39M
IC
120
IEQ Capital
California
$8.36M
PLU
121
Performa Ltd (US)
South Carolina
$8.28M
MWM
122
Marion Wealth Management
Pennsylvania
$8.15M
OCM
123
One Capital Management
California
$7.96M
CAM
124
Cresset Asset Management
Illinois
$7.89M
Barclays
125
Barclays
United Kingdom
$7.88M