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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
CAM
126
Cresset Asset Management
Illinois
$8.16M +$155K +921 +2%
HWM
127
HB Wealth Management
Georgia
$8.15M +$621K +3,678 +9%
PGFC
128
Peapack-Gladstone Financial Corp
New Jersey
$8.01M -$6.92K -41 -0.1%
AI
129
Ariel Investments
Illinois
$7.95M +$3.97M +23,498 +109%
CG
130
Corundum Group
Colorado
$7.71M +$142K +842 +2%
Prudential Financial
131
Prudential Financial
New Jersey
$7.53M -$2.24M -13,248 -24%
FTUS
132
Flow Traders U.S.
New York
$7.47M -$9.39M -55,624 -57%
SA
133
Sanctuary Advisors
Indiana
$7.25M +$385K +2,280 +6%
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
$7.08M +$61.8K +366 +0.9%
HW
135
Hancock Whitney
Mississippi
$6.85M -$15.5K -92 -0.2%
FWMM
136
Foundation Wealth Management (Missouri)
Missouri
$6.77M +$1.82M +10,803 +39%
UAS
137
United Asset Strategies
New York
$6.75M -$89.5K -530 -1%
OFS
138
Oldfather Financial Services
Nebraska
$6.72M +$251K +1,488 +4%
LA
139
LWM Advisors
California
$6.61M +$198K +1,173 +3%
IIC
140
Integrated Investment Consultants
Michigan
$6.43M +$1.36M +8,068 +28%
CCA
141
Checchi Capital Advisers
California
$6.43M +$4.37M +25,870 +247%
ACB
142
Aristotle Capital Boston
Massachusetts
$6.41M -$135K -802 -2%
CP
143
Covenant Partners
Tennessee
$6.39M -$1.62M -9,594 -21%
CWA
144
CM Wealth Advisors
Ohio
$6.22M -$556K -3,294 -9%
IFO
145
Independent Family Office
New York
$6.12M +$52.7K +312 +0.9%
VVP
146
Venture Visionary Partners
Ohio
$5.89M +$17.6K +104 +0.3%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$5.86M -$290K -1,718 -5%
BF
148
Brooklyn FI
New York
$5.85M -$45.8K -271 -0.8%
APP
149
Avantax Planning Partners
Iowa
$5.69M -$208K -1,233 -4%
ITB
150
Idaho Trust Bank
Idaho
$5.65M -$941K -5,575 -15%