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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
SFM
276
Systematic Financial Management
New Jersey
$2.02M
IFA
277
Interactive Financial Advisors
Illinois
$2.01M
VF
278
Vawter Financial
Ohio
$2M
PCM
279
Pointe Capital Management
Michigan
$2M
MFG
280
Merit Financial Group
Georgia
$1.99M
CCA
281
Checchi Capital Advisers
California
$1.99M
WSFS
282
Wilmington Savings Fund Society
Delaware
$1.97M
TA
283
TFB Advisors
Kansas
$1.97M
FCBT
284
First Citizens Bank & Trust
North Carolina
$1.96M
PWS
285
Peloton Wealth Strategists
Indiana
$1.96M
NW
286
NewEdge Wealth
Pennsylvania
$1.94M
JFG
287
JMG Financial Group
Illinois
$1.92M
D.E. Shaw & Co
288
D.E. Shaw & Co
New York
$1.92M
Vanguard Group
289
Vanguard Group
Pennsylvania
$1.89M
First Manhattan
290
First Manhattan
New York
$1.87M
SWM
291
Shakespeare Wealth Management
Wisconsin
$1.83M
NL
292
NWAM LLC
Washington
$1.82M
AUB
293
Atlantic Union Bankshares
Virginia
$1.82M
WAS
294
Wealth Advisory Solutions
Indiana
$1.81M
LEA
295
Legacy Edge Advisors
New York
$1.79M
NSCM
296
New South Capital Management
Tennessee
$1.79M
WDG
297
Wealth Dimensions Group
Ohio
$1.79M
MWM
298
Modern Wealth Management
Kansas
$1.76M
SWP
299
Stratos Wealth Partners
Ohio
$1.75M
MMHP
300
Murphy Middleton Hinkle & Parker
Georgia
$1.75M