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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
MCCA
201
Mill Creek Capital Advisors
Pennsylvania
$2.98M
KPWS
202
Kestra Private Wealth Services
Texas
$2.92M
VWA
203
Visionary Wealth Advisors
Illinois
$2.88M
NA
204
NewEdge Advisors
Louisiana
$2.84M
BMWS
205
Brady Martz Wealth Solutions
North Dakota
$2.82M
ACM
206
Azarias Capital Management
Pennsylvania
$2.82M
GIA
207
GHP Investment Advisors
Colorado
$2.79M
FCBT
208
First Citizens Bank & Trust
North Carolina
$2.74M
IP
209
Investment Partners
Ohio
$2.73M
Envestnet Portfolio Solutions
210
Envestnet Portfolio Solutions
Illinois
$2.68M
MT
211
Midwest Trust
Kansas
$2.68M
EWM
212
Empirical Wealth Management
Washington
$2.65M
CA
213
Clearstead Advisors
Ohio
$2.65M
CW
214
CreativeOne Wealth
Kansas
$2.59M
OIA
215
OneDigital Investment Advisors
Kansas
$2.59M
FF
216
Finley Financial
Nevada
$2.54M
NFC
217
Northeast Financial Consultants
Connecticut
$2.54M
BPA
218
Beacon Pointe Advisors
California
$2.45M
GC
219
Grimes & Company
Massachusetts
$2.44M
Janney Montgomery Scott
220
Janney Montgomery Scott
Pennsylvania
$2.44M
AMG
221
Asset Management Group
Connecticut
$2.43M
SCM
222
Sterling Capital Management
North Carolina
$2.43M
WA
223
Wealth Architects
California
$2.38M
WAM
224
Weinberger Asset Management
California
$2.32M
BCWM
225
Bartlett & Co Wealth Management
Ohio
$2.25M