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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
BCM
151
Brookstone Capital Management
Illinois
$5.52M
HI
152
Harbour Investments
Wisconsin
$5.52M
XF
153
XML Financial
Maryland
$5.46M
MAM
154
McLean Asset Management
Virginia
$5.42M
WB
155
WesBanco Bank
West Virginia
$5.4M
DSA
156
Droms Strauss Advisors
Missouri
$5.38M
FSWA
157
Financial Synergies Wealth Advisors
Texas
$5.37M
GIM
158
Glenmede Investment Management
Pennsylvania
$5.37M
Lido Advisors
159
Lido Advisors
California
$5.36M
EARNEST Partners
160
EARNEST Partners
Georgia
$5.15M
I
161
InvesTrust
Oklahoma
$4.96M
MML Investors Services
162
MML Investors Services
Massachusetts
$4.91M
OFG
163
Oxford Financial Group
Indiana
$4.8M
FPAS
164
Focus Partners Advisor Solutions
Missouri
$4.73M
SCP
165
Stevens Capital Partners
Nebraska
$4.71M
SWM
166
Sentinel Wealth Management
Virginia
$4.66M
RWP
167
RWA Wealth Partners
Massachusetts
$4.57M
NFW
168
Noble Family Wealth
Florida
$4.51M
TAM
169
Tocqueville Asset Management
New York
$4.51M
Barclays
170
Barclays
United Kingdom
$4.49M
SCM
171
Sterling Capital Management
North Carolina
$4.45M
WIC
172
Whitegate Investment Counselors
New Hampshire
$4.35M
BF
173
BOK Financial
Oklahoma
$4.3M
Cambridge Investment Research Advisors
174
Cambridge Investment Research Advisors
Iowa
$4.23M
EH
175
Equitable Holdings
New York
$4.18M