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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
PCM
276
Pointe Capital Management
Michigan
$2M
MFG
277
Merit Financial Group
Georgia
$1.99M
CCA
278
Checchi Capital Advisers
California
$1.99M
WSFS
279
Wilmington Savings Fund Society
Delaware
$1.97M
TA
280
TFB Advisors
Kansas
$1.97M
FCBT
281
First Citizens Bank & Trust
North Carolina
$1.96M
PWS
282
Peloton Wealth Strategists
Indiana
$1.96M
NW
283
NewEdge Wealth
Pennsylvania
$1.94M
JFG
284
JMG Financial Group
Illinois
$1.92M
D.E. Shaw & Co
285
D.E. Shaw & Co
New York
$1.92M
Vanguard Group
286
Vanguard Group
Pennsylvania
$1.89M
First Manhattan
287
First Manhattan
New York
$1.87M
SWM
288
Shakespeare Wealth Management
Wisconsin
$1.83M
NL
289
NWAM LLC
Washington
$1.82M
AUB
290
Atlantic Union Bankshares
Virginia
$1.82M
WAS
291
Wealth Advisory Solutions
Indiana
$1.81M
LEA
292
Legacy Edge Advisors
New York
$1.79M
NSCM
293
New South Capital Management
Tennessee
$1.79M
WDG
294
Wealth Dimensions Group
Ohio
$1.79M
MWM
295
Modern Wealth Management
Kansas
$1.76M
SWP
296
Stratos Wealth Partners
Ohio
$1.75M
MMHP
297
Murphy Middleton Hinkle & Parker
Georgia
$1.75M
WIM
298
WealthPlan Investment Management
Nebraska
$1.73M
LB
299
Legacy Bridge
Iowa
$1.69M
HSA
300
HBK Sorce Advisory
Pennsylvania
$1.69M