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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
MMHP
301
Murphy Middleton Hinkle & Parker
Georgia
$1.75M
WIM
302
WealthPlan Investment Management
Nebraska
$1.73M
LB
303
Legacy Bridge
Iowa
$1.69M
HSA
304
HBK Sorce Advisory
Pennsylvania
$1.69M
IA
305
IFP Advisors
Florida
$1.68M
UCFA
306
United Capital Financial Advisors
Texas
$1.65M
WPWM
307
Windward Private Wealth Management
Kansas
$1.65M
SWM
308
SilverOak Wealth Management
Minnesota
$1.64M
BAM
309
Berkshire Asset Management
Pennsylvania
$1.64M
FCP
310
Fidelis Capital Partners
Florida
$1.63M
DC
311
Davenport & Co
Virginia
$1.63M
GLLW
312
Graves Light Lenhart Wealth
Virginia
$1.62M
LBC
313
Lowe Brockenbrough & Co
Virginia
$1.61M
SIMC
314
Squire Investment Management Company
Utah
$1.6M
MWM
315
Meridian Wealth Management
Kentucky
$1.57M
ALA
316
Atlas Legacy Advisors
California
$1.56M
SLT
317
St Louis Trust
Missouri
$1.54M
CAM
318
Cozad Asset Management
Illinois
$1.54M
SCM
319
Stordahl Capital Management
Colorado
$1.53M
CWM
320
Cornerstone Wealth Management
Missouri
$1.52M
GVAG
321
Great Valley Advisor Group
Delaware
$1.52M
RZH
322
Relyea Zuckerberg Hanson
Connecticut
$1.52M
AFA
323
American Financial Advisors
Georgia
$1.52M
RPGK
324
Retirement Planning Group (Kansas)
Kansas
$1.51M
LGG
325
Luts & Greenleigh Group
Maryland
$1.5M