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iShares Russell 2000 Value ETF

1,013 hedge funds and large institutions have $9.08B invested in iShares Russell 2000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 313 increasing their positions, 309 reducing their positions, and 51 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 capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 309

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

0.18% less ownership

Funds ownership: 74.34%74.16% (-0.18%)

Holders
1,013
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
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
AC
451
Apella Capital
Connecticut
$720K
PFM
452
Phillips Financial Management
Indiana
$716K
ES
453
Eagle Strategies
New York
$715K
Millennium Management
454
Millennium Management
New York
$714K
SIA
455
Stegner Investment Associates
Kentucky
$710K
PSA
456
Plum Street Advisors
Louisiana
$703K
EWP
457
Elevation Wealth Partners
California
$702K
WWM
458
Western Wealth Management
Colorado
$702K
Russell Investments Group
459
Russell Investments Group
United Kingdom
$702K
CAAM
460
Cornerstone Advisors Asset Management
Pennsylvania
$696K
PFS
461
Prospera Financial Services
Texas
$694K
William Blair Investment Management
462
William Blair Investment Management
Illinois
$692K
DWP
463
Daymark Wealth Partners
Ohio
$692K
KRW
464
Kaufman Rossin Wealth
Florida
$690K
FG
465
Foster Group
Iowa
$690K
PWM
466
Perigon Wealth Management
California
$688K
AFC
467
AFT Forsyth & Company
Florida
$686K
GIA
468
Gladstone Institutional Advisory
Florida
$681K
HCC
469
Hirtle Callaghan & Co
Pennsylvania
$674K
AWM
470
Avior Wealth Management
Nebraska
$672K
MWM
471
Mission Wealth Management
California
$670K
WF
472
Welch & Forbes
Massachusetts
$666K
DPI
473
Diversified Portfolios Inc
Michigan
$665K
HCA
474
Heck Capital Advisors
Wisconsin
$665K
RWM
475
Rialto Wealth Management
New York
$662K