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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
BF
176
BOK Financial
Oklahoma
$4.3M -$44.4K -263 -1%
Cambridge Investment Research Advisors
177
Cambridge Investment Research Advisors
Iowa
$4.23M +$48.5K +287 +1%
EH
178
Equitable Holdings
New York
$4.18M +$386K +2,287 +11%
PAG
179
Private Advisor Group
New Jersey
$4.09M -$102K -607 -3%
CHC
180
City Holding Co
West Virginia
$4.02M -$80.2K -475 -2%
PFBT
181
Parkside Financial Bank & Trust
Missouri
$4.02M -$127K -752 -3%
SC
182
Sierra Capital
Florida
$3.98M +$844 +5 +0%
BFS
183
Bare Financial Services
Pennsylvania
$3.93M
BCIM
184
Bishop & Co Investment Management
Pennsylvania
$3.84M -$4.9K -29 -0.1%
COI
185
Connable Office Inc
Michigan
$3.79M +$3.61M +21,413 New
FWMP
186
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.76M -$309K -1,832 -8%
MPCL
187
My Personal CFO LLC
Washington
$3.76M +$3.59M +21,255 New
NWM
188
Northwest Wealth Management
Iowa
$3.66M
BIM
189
Bridges Investment Management
Nebraska
$3.65M
Boston Partners
190
Boston Partners
Massachusetts
$3.63M -$1.98M -11,701 -36%
MCCA
191
Mill Creek Capital Advisors
Pennsylvania
$3.63M +$280K +1,660 +9%
AB
192
Atlas Brown
Kentucky
$3.6M -$49.3K -292 -1%
TFA
193
Tobias Financial Advisors
Florida
$3.56M -$33.8K -200 -1%
TYCC
194
Texas Yale Capital Corp
Florida
$3.52M
IFA
195
Interactive Financial Advisors
Illinois
$3.39M -$751K -4,450 -19%
NA
196
NewEdge Advisors
Louisiana
$3.33M +$138K +815 +5%
GS
197
GTS Securities
New York
$3.25M -$4.13M -24,458 -57%
PP
198
Prosperity Planning
Missouri
$3.21M -$280K -1,657 -8%
BMWS
199
Brady Martz Wealth Solutions
North Dakota
$3.17M +$4.56K +27 +0.2%
OIA
200
OneDigital Investment Advisors
Kansas
$3.14M +$227K +1,343 +8%