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iShares Russell 2000 Value ETF

947 hedge funds and large institutions have $8.28B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 295 increasing their positions, 350 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 ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

8% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 65

2% less funds holding

Funds holding: 970947 (-23)

16% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 350

Holders
947
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
KPWS
201
Kestra Private Wealth Services
Texas
$2.92M
VWA
202
Visionary Wealth Advisors
Illinois
$2.88M
NA
203
NewEdge Advisors
Louisiana
$2.84M
BMWS
204
Brady Martz Wealth Solutions
North Dakota
$2.82M
ACM
205
Azarias Capital Management
Pennsylvania
$2.82M
GIA
206
GHP Investment Advisors
Colorado
$2.79M
FCBT
207
First Citizens Bank & Trust
North Carolina
$2.74M
IP
208
Investment Partners
Ohio
$2.73M
Envestnet Portfolio Solutions
209
Envestnet Portfolio Solutions
Illinois
$2.68M
MT
210
Midwest Trust
Kansas
$2.68M
EWM
211
Empirical Wealth Management
Washington
$2.65M
CA
212
Clearstead Advisors
Ohio
$2.65M
CW
213
CreativeOne Wealth
Kansas
$2.59M
OIA
214
OneDigital Investment Advisors
Kansas
$2.59M
FF
215
Finley Financial
Nevada
$2.54M
NFC
216
Northeast Financial Consultants
Connecticut
$2.54M
BPA
217
Beacon Pointe Advisors
California
$2.45M
GC
218
Grimes & Company
Massachusetts
$2.44M
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$2.44M
AMG
220
Asset Management Group
Connecticut
$2.43M
SCM
221
Sterling Capital Management
North Carolina
$2.43M
WA
222
Wealth Architects
California
$2.38M
WAM
223
Weinberger Asset Management
California
$2.32M
BCWM
224
Bartlett & Co Wealth Management
Ohio
$2.25M
HNB
225
Huntington National Bank
Ohio
$2.24M