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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
FGA
201
Fortis Group Advisors
New Jersey
$3.09M
SW
202
SVB Wealth
Massachusetts
$3.04M
CW
203
CreativeOne Wealth
Kansas
$3M
GWM
204
Geneos Wealth Management
Colorado
$2.98M
CA
205
Clearstead Advisors
Ohio
$2.97M
KPWS
206
Kestra Private Wealth Services
Texas
$2.97M
MT
207
Midwest Trust
Kansas
$2.94M
EWM
208
Empirical Wealth Management
Washington
$2.93M
FF
209
Finley Financial
Nevada
$2.84M
GC
210
Grimes & Company
Massachusetts
$2.79M
Toronto Dominion Bank
211
Toronto Dominion Bank
Ontario, Canada
$2.73M
FCBT
212
First Citizens Bank & Trust
North Carolina
$2.72M
AMG
213
Asset Management Group
Connecticut
$2.71M
Envestnet Portfolio Solutions
214
Envestnet Portfolio Solutions
Illinois
$2.67M
WA
215
Wealth Architects
California
$2.66M
Janney Montgomery Scott
216
Janney Montgomery Scott
Pennsylvania
$2.65M
ACM
217
Alamar Capital Management
California
$2.64M
BCWM
218
Bartlett & Co Wealth Management
Ohio
$2.57M
AWM
219
AE Wealth Management
Kansas
$2.56M
WAM
220
Weinberger Asset Management
California
$2.52M
AC
221
Annandale Capital
Texas
$2.49M
LWP
222
LMG Wealth Partners
Louisiana
$2.48M
CCB
223
Country Club Bank
Missouri
$2.47M
Wealthfront Advisers
224
Wealthfront Advisers
California
$2.47M
WAP
225
Wealthcare Advisory Partners
Pennsylvania
$2.46M