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iShares Russell 2000 Value ETF

954 hedge funds and large institutions have $8.29B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 297 increasing their positions, 353 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 capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

1.04% less ownership

Funds ownership: 76.91%75.87% (-1%)

2% less funds holding

Funds holding: 975954 (-21)

16% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 353

Holders
954
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
APP
151
Avantax Planning Partners
Iowa
$5.27M
BF
152
Brooklyn FI
New York
$5.26M
VVP
153
Venture Visionary Partners
Ohio
$5.24M
DSA
154
Droms Strauss Advisors
Missouri
$5.14M
Boston Partners
155
Boston Partners
Massachusetts
$5.09M
MAM
156
McLean Asset Management
Virginia
$4.94M
XF
157
XML Financial
Maryland
$4.93M
WB
158
WesBanco Bank
West Virginia
$4.93M
BCM
159
Brookstone Capital Management
Illinois
$4.9M
TAM
160
Titleist Asset Management
Texas
$4.9M
HCA
161
Harbor Capital Advisors
Illinois
$4.83M
FSWA
162
Financial Synergies Wealth Advisors
Texas
$4.78M
SWM
163
Sentinel Wealth Management
Virginia
$4.72M
SBH
164
Segall Bryant & Hamill
Illinois
$4.71M
MML Investors Services
165
MML Investors Services
Massachusetts
$4.7M
HI
166
Harbour Investments
Wisconsin
$4.61M
EARNEST Partners
167
EARNEST Partners
Georgia
$4.52M
Fuller & Thaler Asset Management
168
Fuller & Thaler Asset Management
California
$4.49M
IIC
169
Integrated Investment Consultants
Michigan
$4.47M
I
170
InvesTrust
Oklahoma
$4.43M
FWMM
171
Foundation Wealth Management (Missouri)
Missouri
$4.33M
OFG
172
Oxford Financial Group
Indiana
$4.29M
Lido Advisors
173
Lido Advisors
California
$4.24M
SCP
174
Stevens Capital Partners
Nebraska
$4.05M
TAM
175
Tocqueville Asset Management
New York
$4.04M