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iShares Russell 2000 Value ETF

1,037 hedge funds and large institutions have $9.13B invested in iShares Russell 2000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 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: 321 | Existing positions reduced: 307

2% more capital invested

Capital invested by funds: $8.92B → $9.13B (+$212M)

0.21% more ownership

Funds ownership: 74.34%74.55% (+0.21%)

Holders
1,037
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
$19.9M
Puts
$5.16M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
251
Huntington National Bank
Ohio
$2.36M
BIA
252
BHK Investment Advisors
Alabama
$2.34M
FWP
253
Falcon Wealth Planning
California
$2.33M
WTB
254
Washington Trust Bank
Washington
$2.32M
AWM
255
AE Wealth Management
Kansas
$2.3M
WAM
256
Weinberger Asset Management
California
$2.29M
FTS
257
Fifth Third Securities
Ohio
$2.28M
Susquehanna International Group
258
Susquehanna International Group
Pennsylvania
$2.28M
RFC
259
Regions Financial Corp
Alabama
$2.27M
WAP
260
Wealthcare Advisory Partners
Pennsylvania
$2.26M
TWM
261
Tradition Wealth Management
Minnesota
$2.26M
ML
262
McAdam LLC
Pennsylvania
$2.25M
AFG
263
Allegheny Financial Group
Pennsylvania
$2.24M
FFA
264
Farther Finance Advisors
California
$2.24M
PIM
265
Penobscot Investment Management
Massachusetts
$2.23M
TW
266
Towerpoint Wealth
California
$2.21M
SW
267
SkyOak Wealth
Michigan
$2.18M
PLU
268
Performa Ltd (US)
South Carolina
$2.17M
SCA
269
Snowden Capital Advisors
New York
$2.17M
FMII
270
Farmers & Merchants Investments Inc
Nebraska
$2.15M
PA
271
Parallel Advisors
California
$2.15M
MLA
272
MB, Levis & Associates
Pennsylvania
$2.14M
FWP
273
FAS Wealth Partners
Kansas
$2.13M
Citigroup
274
Citigroup
New York
$2.11M
ASN
275
Advisory Services Network
Georgia
$2.06M