IWN icon

iShares Russell 2000 Value ETF

958 hedge funds and large institutions have $8.91B invested in iShares Russell 2000 Value ETF in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 269 increasing their positions, 328 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: 269 | Existing positions reduced: 328

67% less call options, than puts

Call options by funds: $26.8M | Put options by funds: $81.3M

Holders
958
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
VWA
201
Visionary Wealth Advisors
Illinois
$3.11M
IP
202
Investment Partners
Ohio
$3.11M
FGA
203
Fortis Group Advisors
New Jersey
$3.09M
SW
204
SVB Wealth
Massachusetts
$3.04M
CW
205
CreativeOne Wealth
Kansas
$3M
GWM
206
Geneos Wealth Management
Colorado
$2.98M
CA
207
Clearstead Advisors
Ohio
$2.97M
KPWS
208
Kestra Private Wealth Services
Texas
$2.97M
MT
209
Midwest Trust
Kansas
$2.94M
EWM
210
Empirical Wealth Management
Washington
$2.93M
FF
211
Finley Financial
Nevada
$2.84M
GC
212
Grimes & Company
Massachusetts
$2.79M
Toronto Dominion Bank
213
Toronto Dominion Bank
Ontario, Canada
$2.73M
FCBT
214
First Citizens Bank & Trust
North Carolina
$2.72M
AMG
215
Asset Management Group
Connecticut
$2.71M
Envestnet Portfolio Solutions
216
Envestnet Portfolio Solutions
Illinois
$2.67M
WA
217
Wealth Architects
California
$2.66M
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$2.65M
ACM
219
Alamar Capital Management
California
$2.64M
BCWM
220
Bartlett & Co Wealth Management
Ohio
$2.57M
AWM
221
AE Wealth Management
Kansas
$2.56M
WAM
222
Weinberger Asset Management
California
$2.52M
AC
223
Annandale Capital
Texas
$2.49M
LWP
224
LMG Wealth Partners
Louisiana
$2.48M
CCB
225
Country Club Bank
Missouri
$2.47M