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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
ASN
276
Advisory Services Network
Georgia
$2.06M
SFM
277
Systematic Financial Management
New Jersey
$2.02M
IFA
278
Interactive Financial Advisors
Illinois
$2.01M
VF
279
Vawter Financial
Ohio
$2M
PCM
280
Pointe Capital Management
Michigan
$2M
MFG
281
Merit Financial Group
Georgia
$1.99M
CCA
282
Checchi Capital Advisers
California
$1.99M
WSFS
283
Wilmington Savings Fund Society
Delaware
$1.97M
TA
284
TFB Advisors
Kansas
$1.97M
FCBT
285
First Citizens Bank & Trust
North Carolina
$1.96M
PWS
286
Peloton Wealth Strategists
Indiana
$1.96M
NW
287
NewEdge Wealth
Pennsylvania
$1.94M
JFG
288
JMG Financial Group
Illinois
$1.92M
D.E. Shaw & Co
289
D.E. Shaw & Co
New York
$1.92M
Vanguard Group
290
Vanguard Group
Pennsylvania
$1.89M
First Manhattan
291
First Manhattan
New York
$1.87M
SWM
292
Shakespeare Wealth Management
Wisconsin
$1.83M
NL
293
NWAM LLC
Washington
$1.82M
AUB
294
Atlantic Union Bankshares
Virginia
$1.82M
WAS
295
Wealth Advisory Solutions
Indiana
$1.81M
LEA
296
Legacy Edge Advisors
New York
$1.79M
NSCM
297
New South Capital Management
Tennessee
$1.79M
WDG
298
Wealth Dimensions Group
Ohio
$1.79M
MWM
299
Modern Wealth Management
Kansas
$1.76M
SWP
300
Stratos Wealth Partners
Ohio
$1.75M