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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
LWP
251
LMG Wealth Partners
Louisiana
$2.39M
HNB
252
Huntington National Bank
Ohio
$2.36M
BIA
253
BHK Investment Advisors
Alabama
$2.34M
FWP
254
Falcon Wealth Planning
California
$2.33M
WTB
255
Washington Trust Bank
Washington
$2.32M
AWM
256
AE Wealth Management
Kansas
$2.3M
WAM
257
Weinberger Asset Management
California
$2.29M
FTS
258
Fifth Third Securities
Ohio
$2.28M
Susquehanna International Group
259
Susquehanna International Group
Pennsylvania
$2.28M
RFC
260
Regions Financial Corp
Alabama
$2.27M
WAP
261
Wealthcare Advisory Partners
Pennsylvania
$2.26M
TWM
262
Tradition Wealth Management
Minnesota
$2.26M
ML
263
McAdam LLC
Pennsylvania
$2.25M
AFG
264
Allegheny Financial Group
Pennsylvania
$2.24M
FFA
265
Farther Finance Advisors
California
$2.24M
PIM
266
Penobscot Investment Management
Massachusetts
$2.23M
TW
267
Towerpoint Wealth
California
$2.21M
SW
268
SkyOak Wealth
Michigan
$2.18M
PLU
269
Performa Ltd (US)
South Carolina
$2.17M
SCA
270
Snowden Capital Advisors
New York
$2.17M
FMII
271
Farmers & Merchants Investments Inc
Nebraska
$2.15M
PA
272
Parallel Advisors
California
$2.15M
MLA
273
MB, Levis & Associates
Pennsylvania
$2.14M
FWP
274
FAS Wealth Partners
Kansas
$2.13M
Citigroup
275
Citigroup
New York
$2.11M