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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
CI Investments Inc
401
CI Investments Inc
Ontario, Canada
$917K
VAS
402
Vestmark Advisory Solutions
Massachusetts
$912K
NP
403
NorthRock Partners
Minnesota
$911K
BCM
404
Becker Capital Management
Oregon
$911K
SCM
405
SOL Capital Management
Maryland
$908K
VCS
406
Vaughan & Co Securities
New Jersey
$899K
LOWM
407
Laurel Oak Wealth Management
New Jersey
$898K
RCAG
408
Rehmann Capital Advisory Group
Michigan
$896K
RIA
409
Retirement Investment Advisors
Oklahoma
$894K
MAM
410
MMA Asset Management
Pennsylvania
$892K
CIC
411
Carnegie Investment Counsel
Ohio
$889K
BFC
412
Bedel Financial Consulting
Indiana
$887K
CM
413
Capula Management
Cayman Islands
$884K
GCM
414
Gables Capital Management
Florida
$879K
ATI
415
ARK & TLK Investments
Oklahoma
$871K
AWM
416
Arista Wealth Management
Nevada
$871K
BWM
417
Brown Wealth Management
Illinois
$869K
MAM
418
MWA Asset Management
Massachusetts
$863K
CFP
419
Cascade Financial Partners
California
$859K
RB
420
Renasant Bank
Mississippi
$856K
CFFP
421
Center for Financial Planning
Michigan
$852K
OCG
422
Opus Capital Group
Ohio
$850K
RLWM
423
RF&L Wealth Management
Massachusetts
$850K
DIS
424
Diversified Investment Strategies
Louisiana
$842K
GPA
425
Guidance Point Advisors
Massachusetts
$840K