We are live on ! Find out more
IWN icon

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
SBH
151
Segall Bryant & Hamill
Illinois
$5.57M +$277K +1,641 +5%
TAM
152
Titleist Asset Management
Texas
$5.56M +$69.6K +412 +1%
BCM
153
Brookstone Capital Management
Illinois
$5.52M +$23.8K +141 +0.5%
HI
154
Harbour Investments
Wisconsin
$5.52M +$333K +1,975 +7%
XF
155
XML Financial
Maryland
$5.46M -$64.3K -381 -1%
MAM
156
McLean Asset Management
Virginia
$5.42M -$3.71K -22 -0.1%
WB
157
WesBanco Bank
West Virginia
$5.4M -$121K -714 -2%
DSA
158
Droms Strauss Advisors
Missouri
$5.38M -$360K -2,131 -7%
FSWA
159
Financial Synergies Wealth Advisors
Texas
$5.37M +$19.6K +116 +0.4%
GIM
160
Glenmede Investment Management
Pennsylvania
$5.37M -$5.02M -29,708 -49%
Lido Advisors
161
Lido Advisors
California
$5.36M +$582K +3,446 +13%
MKW
162
Mullaney, Keating & Wright
Connecticut
$5.18M +$40K +237 +0.8%
EARNEST Partners
163
EARNEST Partners
Georgia
$5.15M +$80.5K +477 +2%
I
164
InvesTrust
Oklahoma
$4.96M -$5.4K -32 -0.1%
MML Investors Services
165
MML Investors Services
Massachusetts
$4.91M -$348K -2,061 -7%
OFG
166
Oxford Financial Group
Indiana
$4.8M -$5.74K -34 -0.1%
FPAS
167
Focus Partners Advisor Solutions
Missouri
$4.73M -$4.6M -27,255 -50%
SCP
168
Stevens Capital Partners
Nebraska
$4.71M +$253K +1,496 +6%
SWM
169
Sentinel Wealth Management
Virginia
$4.66M -$597K -3,536 -12%
RWP
170
RWA Wealth Partners
Massachusetts
$4.57M +$75.5K +447 +2%
NFW
171
Noble Family Wealth
Florida
$4.51M -$2.53K -15 -0.1%
TAM
172
Tocqueville Asset Management
New York
$4.51M -$21.9K -130 -0.5%
Barclays
173
Barclays
United Kingdom
$4.49M -$4.15M -24,561 -49%
SCM
174
Sterling Capital Management
North Carolina
$4.45M +$1.65M +9,795 +64%
WIC
175
Whitegate Investment Counselors
New Hampshire
$4.35M +$169 +1 +0%