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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
RLWM
426
RF&L Wealth Management
Massachusetts
$850K
DIS
427
Diversified Investment Strategies
Louisiana
$842K
GPA
428
Guidance Point Advisors
Massachusetts
$840K
JPG
429
Jordan Park Group
California
$839K
FBFS
430
First Business Financial Services
Wisconsin
$834K
MMA
431
Miracle Mile Advisors
California
$829K
NRI
432
NFP Retirement Inc
California
$829K
KWM
433
Kingsview Wealth Management
Oregon
$812K
PA
434
Pinnacle Associates
New York
$808K
NW
435
Naviter Wealth
Arkansas
$804K
GC
436
Garde Capital
Washington
$801K
FCM
437
Firestone Capital Management
Florida
$801K
CCT
438
Chemung Canal Trust
New York
$801K
EWM
439
Evercore Wealth Management
New York
$797K
BBHC
440
Brown Brothers Harriman & Co
New York
$796K
CWM
441
Connecticut Wealth Management
Connecticut
$795K
BC
442
Bricktown Capital
Michigan
$795K
DB
443
Dravo Bay
Delaware
$790K
WFS
444
Widmann Financial Services
Maryland
$785K
AA
445
Auxano Advisors
Washington
$783K
EW
446
Evoke Wealth
California
$768K
BSTWA
447
Blake Schutter Theil Wealth Advisors
Ohio
$756K
WIA
448
World Investment Advisors
California
$756K
PTC
449
Private Trust Company
Ohio
$756K
CAL
450
Capital Analysts LLC
Pennsylvania
$752K