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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
HSBC Holdings
126
HSBC Holdings
United Kingdom
$7.85M
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
$7.67M
TD Asset Management
128
TD Asset Management
Ontario, Canada
$7.38M
CP
129
Covenant Partners
Tennessee
$7.22M
KAS
130
Kestra Advisory Services
Texas
$7.19M
PGFC
131
Peapack-Gladstone Financial Corp
New Jersey
$7.16M
VCM
132
Viewpoint Capital Management
Washington
$7.16M
Tudor Investment Corp
133
Tudor Investment Corp
Connecticut
$6.89M
GS
134
GTS Securities
New York
$6.75M
CG
135
Corundum Group
Colorado
$6.75M
HWM
136
HB Wealth Management
Georgia
$6.69M
AAS
137
Avantax Advisory Services
Texas
$6.45M
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$6.26M
HW
139
Hancock Whitney
Mississippi
$6.12M
UAS
140
United Asset Strategies
New York
$6.11M
CWA
141
CM Wealth Advisors
Ohio
$6.07M
ITB
142
Idaho Trust Bank
Idaho
$5.92M
ACB
143
Aristotle Capital Boston
Massachusetts
$5.84M
Principal Financial Group
144
Principal Financial Group
Iowa
$5.81M
OFS
145
Oldfather Financial Services
Nebraska
$5.76M
LA
146
LWM Advisors
California
$5.72M
SF
147
Summit Financial
New Jersey
$5.66M
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$5.5M
IFO
149
Independent Family Office
New York
$5.41M
APP
150
Avantax Planning Partners
Iowa
$5.27M