IWN icon

iShares Russell 2000 Value ETF

1,013 hedge funds and large institutions have $9.08B invested in iShares Russell 2000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 313 increasing their positions, 309 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 309

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

0.18% less ownership

Funds ownership: 74.34%74.16% (-0.18%)

Holders
1,013
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
$19.9M
Puts
$5.16M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
226
Atria Investments
North Carolina
$2.67M
SW
227
SVB Wealth
Massachusetts
$2.66M
SYBT
228
Stock Yards Bank & Trust
Kentucky
$2.65M
BCWM
229
Bartlett & Co Wealth Management
Ohio
$2.63M
FFA
230
First Foundation Advisors
California
$2.63M
GC
231
Grimes & Company
Massachusetts
$2.61M
KA
232
Klingman & Associates
New York
$2.59M
QCG
233
Quadrant Capital Group
Ohio
$2.57M
BTI
234
Blue Trust Inc
Georgia
$2.53M
RC
235
Roundview Capital
New Jersey
$2.53M
SFA
236
Sequoia Financial Advisors
Ohio
$2.51M
Toronto Dominion Bank
237
Toronto Dominion Bank
Ontario, Canada
$2.51M
Janney Montgomery Scott
238
Janney Montgomery Scott
Pennsylvania
$2.49M
SAM
239
Synergy Asset Management
Washington
$2.48M
Envestnet Portfolio Solutions
240
Envestnet Portfolio Solutions
Illinois
$2.43M
FNBOO
241
First National Bank of Omaha
Nebraska
$2.43M
HR
242
Hardy Reed
Mississippi
$2.41M
DWT
243
Dorsey & Whitney Trust
South Dakota
$2.41M
TRCT
244
Tower Research Capital (TRC)
New York
$2.41M
VW
245
Vance Wealth
California
$2.4M
SPIA
246
Steward Partners Investment Advisory
New York
$2.4M
LWP
247
LMG Wealth Partners
Louisiana
$2.39M
HNB
248
Huntington National Bank
Ohio
$2.36M
BIA
249
BHK Investment Advisors
Alabama
$2.34M
FWP
250
Falcon Wealth Planning
California
$2.33M