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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
FB
376
First Bancorp
Maine
$1.09M
BBPWM
377
Blue Bell Private Wealth Management
Pennsylvania
$1.08M
JIR
378
James Investment Research
Ohio
$1.07M
HI
379
Horizon Investments
North Carolina
$1.07M
HCMT
380
Highland Capital Management (Tennessee)
Tennessee
$1.06M
CGA
381
Crescent Grove Advisors
Illinois
$1.06M
GFWA
382
Grey Fox Wealth Advisors
Delaware
$1.05M
SAM
383
Smartleaf Asset Management
Massachusetts
$1.05M
FNBT
384
FineMark National Bank & Trust
Florida
$1.01M
IAN
385
Integrated Advisors Network
Texas
$1M
MPWT
386
MassMutual Private Wealth & Trust
Connecticut
$1M
CWMP
387
Clarion Wealth Managment Partners
Virginia
$1M
ACA
388
Affinity Capital Advisors
California
$991K
ASBI
389
American State Bank (Iowa)
Iowa
$991K
AI
390
Atom Investors
Texas
$990K
OC
391
Oppenheimer & Co
New York
$989K
EGA
392
E&G Advisors
Texas
$984K
AWM
393
Axxcess Wealth Management
California
$978K
CFG
394
Citizens Financial Group
Rhode Island
$973K
PFP
395
Paragon Financial Partners
California
$970K
MA
396
Maxele Advisors
Missouri
$962K
DI
397
Disciplined Investments
Oklahoma
$962K
NSIM
398
North Star Investment Management
Illinois
$956K
LTAS
399
Linden Thomas Advisory Services
North Carolina
$954K
JFGIW
400
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$949K