IWN icon

iShares Russell 2000 Value ETF

1,024 hedge funds and large institutions have $9.12B invested in iShares Russell 2000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 317 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:

3% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 307

2% more capital invested

Capital invested by funds: $8.92B → $9.12B (+$207M)

0.17% more ownership

Funds ownership: 74.32%74.49% (+0.17%)

Holders
1,024
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
BIA
251
BHK Investment Advisors
Alabama
$2.34M
FWP
252
Falcon Wealth Planning
California
$2.33M
WTB
253
Washington Trust Bank
Washington
$2.32M
AWM
254
AE Wealth Management
Kansas
$2.3M
WAM
255
Weinberger Asset Management
California
$2.29M
FTS
256
Fifth Third Securities
Ohio
$2.28M
Susquehanna International Group
257
Susquehanna International Group
Pennsylvania
$2.28M
RFC
258
Regions Financial Corp
Alabama
$2.27M
WAP
259
Wealthcare Advisory Partners
Pennsylvania
$2.26M
TWM
260
Tradition Wealth Management
Minnesota
$2.26M
ML
261
McAdam LLC
Pennsylvania
$2.25M
AFG
262
Allegheny Financial Group
Pennsylvania
$2.24M
FFA
263
Farther Finance Advisors
California
$2.24M
PIM
264
Penobscot Investment Management
Massachusetts
$2.23M
TW
265
Towerpoint Wealth
California
$2.21M
SW
266
SkyOak Wealth
Michigan
$2.18M
PLU
267
Performa Ltd (US)
South Carolina
$2.17M
SCA
268
Snowden Capital Advisors
New York
$2.17M
FMII
269
Farmers & Merchants Investments Inc
Nebraska
$2.15M
PA
270
Parallel Advisors
California
$2.15M
MLA
271
MB, Levis & Associates
Pennsylvania
$2.14M
FWP
272
FAS Wealth Partners
Kansas
$2.13M
Citigroup
273
Citigroup
New York
$2.11M
ASN
274
Advisory Services Network
Georgia
$2.06M
SFM
275
Systematic Financial Management
New Jersey
$2.02M