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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
GIA
201
GHP Investment Advisors
Colorado
$3.13M +$3.71K +22 +0.1%
VWA
202
Visionary Wealth Advisors
Illinois
$3.11M -$116K -689 -4%
IP
203
Investment Partners
Ohio
$3.11M +$47.9K +284 +2%
FGA
204
Fortis Group Advisors
New Jersey
$3.09M +$950K +5,625 +48%
SW
205
SVB Wealth
Massachusetts
$3.04M -$1.41M -8,339 -33%
CW
206
CreativeOne Wealth
Kansas
$3M +$92.2K +546 +3%
GWM
207
Geneos Wealth Management
Colorado
$2.98M -$391K -2,319 -12%
CA
208
Clearstead Advisors
Ohio
$2.97M -$2.03K -12 -0.1%
KPWS
209
Kestra Private Wealth Services
Texas
$2.97M -$293K -1,735 -9%
MT
210
Midwest Trust
Kansas
$2.94M -$57.4K -340 -2%
EWM
211
Empirical Wealth Management
Washington
$2.93M -$34.8K -206 -1%
FF
212
Finley Financial
Nevada
$2.84M -$8.44K -50 -0.3%
GC
213
Grimes & Company
Massachusetts
$2.79M +$46.6K +276 +2%
Toronto Dominion Bank
214
Toronto Dominion Bank
Ontario, Canada
$2.73M +$289K +1,713 +12%
FCBT
215
First Citizens Bank & Trust
North Carolina
$2.72M -$329K -1,947 -11%
AMG
216
Asset Management Group
Connecticut
$2.71M -$15.7K -93 -0.6%
Envestnet Portfolio Solutions
217
Envestnet Portfolio Solutions
Illinois
$2.67M -$325K -1,928 -11%
WA
218
Wealth Architects
California
$2.66M
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$2.65M -$77.5K -459 -3%
ACM
220
Alamar Capital Management
California
$2.64M +$253K +1,501 +11%
BCWM
221
Bartlett & Co Wealth Management
Ohio
$2.57M +$49.5K +293 +2%
AWM
222
AE Wealth Management
Kansas
$2.56M +$80K +474 +3%
WAM
223
Weinberger Asset Management
California
$2.52M -$79.2K -469 -3%
AC
224
Annandale Capital
Texas
$2.49M
LWP
225
LMG Wealth Partners
Louisiana
$2.48M +$1.97M +11,657 +487%