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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
LB
301
Legacy Bridge
Iowa
$1.69M
HSA
302
HBK Sorce Advisory
Pennsylvania
$1.69M
IA
303
IFP Advisors
Florida
$1.68M
UCFA
304
United Capital Financial Advisors
Texas
$1.65M
WPWM
305
Windward Private Wealth Management
Kansas
$1.65M
SWM
306
SilverOak Wealth Management
Minnesota
$1.64M
BAM
307
Berkshire Asset Management
Pennsylvania
$1.64M
FCP
308
Fidelis Capital Partners
Florida
$1.63M
DC
309
Davenport & Co
Virginia
$1.63M
GLLW
310
Graves Light Lenhart Wealth
Virginia
$1.62M
LBC
311
Lowe Brockenbrough & Co
Virginia
$1.61M
SIMC
312
Squire Investment Management Company
Utah
$1.6M
MWM
313
Meridian Wealth Management
Kentucky
$1.57M
ALA
314
Atlas Legacy Advisors
California
$1.56M
SLT
315
St Louis Trust
Missouri
$1.54M
CAM
316
Cozad Asset Management
Illinois
$1.54M
SCM
317
Stordahl Capital Management
Colorado
$1.53M
CWM
318
Cornerstone Wealth Management
Missouri
$1.52M
GVAG
319
Great Valley Advisor Group
Delaware
$1.52M
RZH
320
Relyea Zuckerberg Hanson
Connecticut
$1.52M
AFA
321
American Financial Advisors
Georgia
$1.52M
RPGK
322
Retirement Planning Group (Kansas)
Kansas
$1.51M
LGG
323
Luts & Greenleigh Group
Maryland
$1.5M
MCM
324
MV Capital Management
Maryland
$1.47M
6F
325
626 Financial
Michigan
$1.47M