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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
JPG
426
Jordan Park Group
California
$839K
FBFS
427
First Business Financial Services
Wisconsin
$834K
MMA
428
Miracle Mile Advisors
California
$829K
NRI
429
NFP Retirement Inc
California
$829K
KWM
430
Kingsview Wealth Management
Oregon
$812K
PA
431
Pinnacle Associates
New York
$808K
NW
432
Naviter Wealth
Arkansas
$804K
GC
433
Garde Capital
Washington
$801K
FCM
434
Firestone Capital Management
Florida
$801K
CCT
435
Chemung Canal Trust
New York
$801K
EWM
436
Evercore Wealth Management
New York
$797K
BBHC
437
Brown Brothers Harriman & Co
New York
$796K
CWM
438
Connecticut Wealth Management
Connecticut
$795K
BC
439
Bricktown Capital
Michigan
$795K
DB
440
Dravo Bay
Delaware
$790K
WFS
441
Widmann Financial Services
Maryland
$785K
AA
442
Auxano Advisors
Washington
$783K
EW
443
Evoke Wealth
California
$768K
BSTWA
444
Blake Schutter Theil Wealth Advisors
Ohio
$756K
WIA
445
World Investment Advisors
California
$756K
PTC
446
Private Trust Company
Ohio
$756K
CPIG
447
Chicago Partners Investment Group
Illinois
$746K
CPA
448
Cardiff Park Advisors
California
$742K
DTC
449
Davidson Trust Company
Washington
$735K
GI
450
GAMCO Investors
Connecticut
$733K