IWN icon

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
IA
301
IFP Advisors
Florida
$1.68M
UCFA
302
United Capital Financial Advisors
Texas
$1.65M
WPWM
303
Windward Private Wealth Management
Kansas
$1.65M
SWM
304
SilverOak Wealth Management
Minnesota
$1.64M
BAM
305
Berkshire Asset Management
Pennsylvania
$1.64M
FCP
306
Fidelis Capital Partners
Florida
$1.63M
DC
307
Davenport & Co
Virginia
$1.63M
GLLW
308
Graves Light Lenhart Wealth
Virginia
$1.62M
LBC
309
Lowe Brockenbrough & Co
Virginia
$1.61M
SIMC
310
Squire Investment Management Company
Utah
$1.6M
MWM
311
Meridian Wealth Management
Kentucky
$1.57M
ALA
312
Atlas Legacy Advisors
California
$1.56M
SLT
313
St Louis Trust
Missouri
$1.54M
CAM
314
Cozad Asset Management
Illinois
$1.54M
SCM
315
Stordahl Capital Management
Colorado
$1.53M
CWM
316
Cornerstone Wealth Management
Missouri
$1.52M
GVAG
317
Great Valley Advisor Group
Delaware
$1.52M
RZH
318
Relyea Zuckerberg Hanson
Connecticut
$1.52M
AFA
319
American Financial Advisors
Georgia
$1.52M
RPGK
320
Retirement Planning Group (Kansas)
Kansas
$1.51M
LGG
321
Luts & Greenleigh Group
Maryland
$1.5M
MCM
322
MV Capital Management
Maryland
$1.47M
6F
323
626 Financial
Michigan
$1.47M
ATC
324
Argent Trust Co
Tennessee
$1.42M
CWA
325
Cornerstone Wealth Advisors
Minnesota
$1.42M