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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
WIM
301
WealthPlan Investment Management
Nebraska
$1.73M
LB
302
Legacy Bridge
Iowa
$1.69M
HSA
303
HBK Sorce Advisory
Pennsylvania
$1.69M
IA
304
IFP Advisors
Florida
$1.68M
UCFA
305
United Capital Financial Advisors
Texas
$1.65M
WPWM
306
Windward Private Wealth Management
Kansas
$1.65M
SWM
307
SilverOak Wealth Management
Minnesota
$1.64M
BAM
308
Berkshire Asset Management
Pennsylvania
$1.64M
FCP
309
Fidelis Capital Partners
Florida
$1.63M
DC
310
Davenport & Co
Virginia
$1.63M
GLLW
311
Graves Light Lenhart Wealth
Virginia
$1.62M
LBC
312
Lowe Brockenbrough & Co
Virginia
$1.61M
SIMC
313
Squire Investment Management Company
Utah
$1.6M
MWM
314
Meridian Wealth Management
Kentucky
$1.57M
ALA
315
Atlas Legacy Advisors
California
$1.56M
SLT
316
St Louis Trust
Missouri
$1.54M
CAM
317
Cozad Asset Management
Illinois
$1.54M
SCM
318
Stordahl Capital Management
Colorado
$1.53M
CWM
319
Cornerstone Wealth Management
Missouri
$1.52M
GVAG
320
Great Valley Advisor Group
Delaware
$1.52M
RZH
321
Relyea Zuckerberg Hanson
Connecticut
$1.52M
AFA
322
American Financial Advisors
Georgia
$1.52M
RPGK
323
Retirement Planning Group (Kansas)
Kansas
$1.51M
LGG
324
Luts & Greenleigh Group
Maryland
$1.5M
MCM
325
MV Capital Management
Maryland
$1.47M