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iShares Russell 2000 Value ETF

1,040 hedge funds and large institutions have $9.14B invested in iShares Russell 2000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 322 increasing their positions, 307 reducing their positions, and 53 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 funds holding in top 10

Funds holding in top 10:

5% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 307

2% more capital invested

Capital invested by funds: $8.92B → $9.14B (+$213M)

0.21% more ownership

Funds ownership: 74.39%74.6% (+0.21%)

Holders
1,040
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
TW
226
ticino wealth
California
$2.75M
ACM
227
Alamar Capital Management
California
$2.73M
MFP
228
Meramec Financial Planners
Missouri
$2.71M
WA
229
Wealth Architects
California
$2.7M
AI
230
Atria Investments
North Carolina
$2.67M
SW
231
SVB Wealth
Massachusetts
$2.66M
SYBT
232
Stock Yards Bank & Trust
Kentucky
$2.65M
BCWM
233
Bartlett & Co Wealth Management
Ohio
$2.63M
FFA
234
First Foundation Advisors
California
$2.63M
GC
235
Grimes & Company
Massachusetts
$2.61M
KA
236
Klingman & Associates
New York
$2.59M
QCG
237
Quadrant Capital Group
Ohio
$2.57M
BTI
238
Blue Trust Inc
Georgia
$2.53M
RC
239
Roundview Capital
New Jersey
$2.53M
SFA
240
Sequoia Financial Advisors
Ohio
$2.51M
Toronto Dominion Bank
241
Toronto Dominion Bank
Ontario, Canada
$2.51M
Janney Montgomery Scott
242
Janney Montgomery Scott
Pennsylvania
$2.49M
SAM
243
Synergy Asset Management
Washington
$2.48M
Envestnet Portfolio Solutions
244
Envestnet Portfolio Solutions
Illinois
$2.43M
FNBOO
245
First National Bank of Omaha
Nebraska
$2.43M
HR
246
Hardy Reed
Mississippi
$2.41M
DWT
247
Dorsey & Whitney Trust
South Dakota
$2.41M
TRCT
248
Tower Research Capital (TRC)
New York
$2.41M
VW
249
Vance Wealth
California
$2.4M
SPIA
250
Steward Partners Investment Advisory
New York
$2.4M