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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
IFA
276
Interactive Financial Advisors
Illinois
$2.01M
VF
277
Vawter Financial
Ohio
$2M
PCM
278
Pointe Capital Management
Michigan
$2M
MFG
279
Merit Financial Group
Georgia
$1.99M
CCA
280
Checchi Capital Advisers
California
$1.99M
WSFS
281
Wilmington Savings Fund Society
Delaware
$1.97M
TA
282
TFB Advisors
Kansas
$1.97M
FCBT
283
First Citizens Bank & Trust
North Carolina
$1.96M
PWS
284
Peloton Wealth Strategists
Indiana
$1.96M
NW
285
NewEdge Wealth
Pennsylvania
$1.94M
JFG
286
JMG Financial Group
Illinois
$1.92M
D.E. Shaw & Co
287
D.E. Shaw & Co
New York
$1.92M
Vanguard Group
288
Vanguard Group
Pennsylvania
$1.89M
First Manhattan
289
First Manhattan
New York
$1.87M
SWM
290
Shakespeare Wealth Management
Wisconsin
$1.83M
NL
291
NWAM LLC
Washington
$1.82M
AUB
292
Atlantic Union Bankshares
Virginia
$1.82M
WAS
293
Wealth Advisory Solutions
Indiana
$1.81M
LEA
294
Legacy Edge Advisors
New York
$1.79M
NSCM
295
New South Capital Management
Tennessee
$1.79M
WDG
296
Wealth Dimensions Group
Ohio
$1.79M
MWM
297
Modern Wealth Management
Kansas
$1.76M
SWP
298
Stratos Wealth Partners
Ohio
$1.75M
MMHP
299
Murphy Middleton Hinkle & Parker
Georgia
$1.75M
WIM
300
WealthPlan Investment Management
Nebraska
$1.73M