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iShares Russell 2000 Value ETF

958 hedge funds and large institutions have $8.91B invested in iShares Russell 2000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 269 increasing their positions, 328 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: 269 | Existing positions reduced: 328

67% less call options, than puts

Call options by funds: $26.8M | Put options by funds: $81.3M

Holders
958
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
VCM
126
Viewpoint Capital Management
Washington
$8.2M
HWM
127
HB Wealth Management
Georgia
$8.15M
PGFC
128
Peapack-Gladstone Financial Corp
New Jersey
$8.01M
AI
129
Ariel Investments
Illinois
$7.95M
CG
130
Corundum Group
Colorado
$7.71M
Prudential Financial
131
Prudential Financial
New Jersey
$7.53M
FTUS
132
Flow Traders U.S.
New York
$7.47M
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$7.08M
HW
134
Hancock Whitney
Mississippi
$6.85M
FWMM
135
Foundation Wealth Management (Missouri)
Missouri
$6.77M
UAS
136
United Asset Strategies
New York
$6.75M
OFS
137
Oldfather Financial Services
Nebraska
$6.72M
LA
138
LWM Advisors
California
$6.61M
IIC
139
Integrated Investment Consultants
Michigan
$6.43M
CCA
140
Checchi Capital Advisers
California
$6.43M
ACB
141
Aristotle Capital Boston
Massachusetts
$6.41M
CP
142
Covenant Partners
Tennessee
$6.39M
CWA
143
CM Wealth Advisors
Ohio
$6.22M
IFO
144
Independent Family Office
New York
$6.12M
VVP
145
Venture Visionary Partners
Ohio
$5.89M
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$5.86M
BF
147
Brooklyn FI
New York
$5.85M
APP
148
Avantax Planning Partners
Iowa
$5.69M
ITB
149
Idaho Trust Bank
Idaho
$5.65M
SBH
150
Segall Bryant & Hamill
Illinois
$5.57M