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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
MFG
451
Magnus Financial Group
New York
$730K
Bessemer Group
452
Bessemer Group
New Jersey
$724K
AWM
453
Aprio Wealth Management
Georgia
$722K
THL
454
Tillman Hartley LLC
Colorado
$722K
DWML
455
DWR WEALTH MANAGEMENT, LLC
California
$721K
AC
456
Apella Capital
Connecticut
$720K
PFM
457
Phillips Financial Management
Indiana
$716K
ES
458
Eagle Strategies
New York
$715K
Millennium Management
459
Millennium Management
New York
$714K
SIA
460
Stegner Investment Associates
Kentucky
$710K
PSA
461
Plum Street Advisors
Louisiana
$703K
EWP
462
Elevation Wealth Partners
California
$702K
WWM
463
Western Wealth Management
Colorado
$702K
Russell Investments Group
464
Russell Investments Group
United Kingdom
$702K
CAAM
465
Cornerstone Advisors Asset Management
Pennsylvania
$696K
PFS
466
Prospera Financial Services
Texas
$694K
William Blair Investment Management
467
William Blair Investment Management
Illinois
$692K
DWP
468
Daymark Wealth Partners
Ohio
$692K
KRW
469
Kaufman Rossin Wealth
Florida
$690K
FG
470
Foster Group
Iowa
$690K
PWM
471
Perigon Wealth Management
California
$688K
AFC
472
AFT Forsyth & Company
Florida
$686K
GIA
473
Gladstone Institutional Advisory
Florida
$681K
HCC
474
Hirtle Callaghan & Co
Pennsylvania
$674K
AWM
475
Avior Wealth Management
Nebraska
$672K