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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
TAM
151
Titleist Asset Management
Texas
$5.56M
BCM
152
Brookstone Capital Management
Illinois
$5.52M
HI
153
Harbour Investments
Wisconsin
$5.52M
XF
154
XML Financial
Maryland
$5.46M
MAM
155
McLean Asset Management
Virginia
$5.42M
WB
156
WesBanco Bank
West Virginia
$5.4M
DSA
157
Droms Strauss Advisors
Missouri
$5.38M
FSWA
158
Financial Synergies Wealth Advisors
Texas
$5.37M
GIM
159
Glenmede Investment Management
Pennsylvania
$5.37M
Lido Advisors
160
Lido Advisors
California
$5.36M
EARNEST Partners
161
EARNEST Partners
Georgia
$5.15M
SA
162
Sanctuary Advisors
Indiana
$5.13M
I
163
InvesTrust
Oklahoma
$4.96M
MML Investors Services
164
MML Investors Services
Massachusetts
$4.91M
OFG
165
Oxford Financial Group
Indiana
$4.8M
FPAS
166
Focus Partners Advisor Solutions
Missouri
$4.73M
SCP
167
Stevens Capital Partners
Nebraska
$4.71M
SWM
168
Sentinel Wealth Management
Virginia
$4.66M
RWP
169
RWA Wealth Partners
Massachusetts
$4.57M
NFW
170
Noble Family Wealth
Florida
$4.51M
TAM
171
Tocqueville Asset Management
New York
$4.51M
Barclays
172
Barclays
United Kingdom
$4.49M
SCM
173
Sterling Capital Management
North Carolina
$4.45M
WIC
174
Whitegate Investment Counselors
New Hampshire
$4.35M
BF
175
BOK Financial
Oklahoma
$4.3M