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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
HCMT
376
Highland Capital Management (Tennessee)
Tennessee
$1.06M
CGA
377
Crescent Grove Advisors
Illinois
$1.06M
GFWA
378
Grey Fox Wealth Advisors
Delaware
$1.05M
SAM
379
Smartleaf Asset Management
Massachusetts
$1.05M
FNBT
380
FineMark National Bank & Trust
Florida
$1.01M
IAN
381
Integrated Advisors Network
Texas
$1M
MPWT
382
MassMutual Private Wealth & Trust
Connecticut
$1M
CWMP
383
Clarion Wealth Managment Partners
Virginia
$1M
ACA
384
Affinity Capital Advisors
California
$991K
AI
385
Atom Investors
Texas
$990K
OC
386
Oppenheimer & Co
New York
$989K
EGA
387
E&G Advisors
Texas
$984K
AWM
388
Axxcess Wealth Management
California
$978K
CFG
389
Citizens Financial Group
Rhode Island
$973K
PFP
390
Paragon Financial Partners
California
$970K
MA
391
Maxele Advisors
Missouri
$962K
DI
392
Disciplined Investments
Oklahoma
$962K
NSIM
393
North Star Investment Management
Illinois
$956K
LTAS
394
Linden Thomas Advisory Services
North Carolina
$954K
JFGIW
395
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$949K
CANC
396
Culbertson A N & Co
Virginia
$933K
OSAM
397
O'Shaughnessy Asset Management
Connecticut
$928K
COFSG
398
Carbahal Olsen Financial Services Group
California
$917K
CI Investments Inc
399
CI Investments Inc
Ontario, Canada
$917K
VAS
400
Vestmark Advisory Solutions
Massachusetts
$912K