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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
JIR
376
James Investment Research
Ohio
$1.07M
HI
377
Horizon Investments
North Carolina
$1.07M
HCMT
378
Highland Capital Management (Tennessee)
Tennessee
$1.06M
CGA
379
Crescent Grove Advisors
Illinois
$1.06M
GFWA
380
Grey Fox Wealth Advisors
Delaware
$1.05M
SAM
381
Smartleaf Asset Management
Massachusetts
$1.05M
FNBT
382
FineMark National Bank & Trust
Florida
$1.01M
IAN
383
Integrated Advisors Network
Texas
$1M
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
$1M
CWMP
385
Clarion Wealth Managment Partners
Virginia
$1M
ACA
386
Affinity Capital Advisors
California
$991K
AI
387
Atom Investors
Texas
$990K
OC
388
Oppenheimer & Co
New York
$989K
EGA
389
E&G Advisors
Texas
$984K
AWM
390
Axxcess Wealth Management
California
$978K
CFG
391
Citizens Financial Group
Rhode Island
$973K
PFP
392
Paragon Financial Partners
California
$970K
MA
393
Maxele Advisors
Missouri
$962K
DI
394
Disciplined Investments
Oklahoma
$962K
NSIM
395
North Star Investment Management
Illinois
$956K
LTAS
396
Linden Thomas Advisory Services
North Carolina
$954K
JFGIW
397
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$949K
CANC
398
Culbertson A N & Co
Virginia
$933K
OSAM
399
O'Shaughnessy Asset Management
Connecticut
$928K
COFSG
400
Carbahal Olsen Financial Services Group
California
$917K