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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
HWM
126
HB Wealth Management
Georgia
$8.15M
PGFC
127
Peapack-Gladstone Financial Corp
New Jersey
$8.01M
AI
128
Ariel Investments
Illinois
$7.95M
CG
129
Corundum Group
Colorado
$7.71M
Prudential Financial
130
Prudential Financial
New Jersey
$7.53M
FTUS
131
Flow Traders U.S.
New York
$7.47M
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$7.08M
HW
133
Hancock Whitney
Mississippi
$6.85M
FWMM
134
Foundation Wealth Management (Missouri)
Missouri
$6.77M
UAS
135
United Asset Strategies
New York
$6.75M
OFS
136
Oldfather Financial Services
Nebraska
$6.72M
LA
137
LWM Advisors
California
$6.61M
IIC
138
Integrated Investment Consultants
Michigan
$6.43M
CCA
139
Checchi Capital Advisers
California
$6.43M
ACB
140
Aristotle Capital Boston
Massachusetts
$6.41M
CP
141
Covenant Partners
Tennessee
$6.39M
CWA
142
CM Wealth Advisors
Ohio
$6.22M
IFO
143
Independent Family Office
New York
$6.12M
VVP
144
Venture Visionary Partners
Ohio
$5.89M
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$5.86M
BF
146
Brooklyn FI
New York
$5.85M
APP
147
Avantax Planning Partners
Iowa
$5.69M
ITB
148
Idaho Trust Bank
Idaho
$5.65M
SBH
149
Segall Bryant & Hamill
Illinois
$5.57M
TAM
150
Titleist Asset Management
Texas
$5.56M