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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
NPT
451
National Philanthropic Trust
Pennsylvania
$750K
CPIG
452
Chicago Partners Investment Group
Illinois
$746K
CPA
453
Cardiff Park Advisors
California
$742K
DTC
454
Davidson Trust Company
Washington
$735K
GI
455
GAMCO Investors
Connecticut
$733K
MFG
456
Magnus Financial Group
New York
$730K
Bessemer Group
457
Bessemer Group
New Jersey
$724K
AWM
458
Aprio Wealth Management
Georgia
$722K
THL
459
Tillman Hartley LLC
Colorado
$722K
DWM
460
DWR Wealth Management
California
$721K
AC
461
Apella Capital
Connecticut
$720K
PFM
462
Phillips Financial Management
Indiana
$716K
ES
463
Eagle Strategies
New York
$715K
Millennium Management
464
Millennium Management
New York
$714K
SIA
465
Stegner Investment Associates
Kentucky
$710K
PSA
466
Plum Street Advisors
Louisiana
$703K
EWP
467
Elevation Wealth Partners
California
$702K
WWM
468
Western Wealth Management
Colorado
$702K
Russell Investments Group
469
Russell Investments Group
United Kingdom
$702K
CAAM
470
Cornerstone Advisors Asset Management
Pennsylvania
$696K
PFS
471
Prospera Financial Services
Texas
$694K
William Blair Investment Management
472
William Blair Investment Management
Illinois
$692K
DWP
473
Daymark Wealth Partners
Ohio
$692K
KRW
474
Kaufman Rossin Wealth
Florida
$690K
FG
475
Foster Group
Iowa
$690K