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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
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$61.8M
CB
27
Commerce Bank
Missouri
$59.4M
JRP
28
Jasper Ridge Partners
California
$58.3M
Brown Advisory
29
Brown Advisory
Maryland
$51M
Jones Financial Companies
30
Jones Financial Companies
Missouri
$50.1M
Corient Private Wealth
31
Corient Private Wealth
Florida
$49.9M
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$49.4M
SEI Investments
33
SEI Investments
Pennsylvania
$48.7M
Ameriprise
34
Ameriprise
Minnesota
$47.6M
MCM
35
MAI Capital Management
Ohio
$46.8M
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$46.2M
CL
37
Choreo LLC
Illinois
$44.6M
ANTB
38
AMG National Trust Bank
Colorado
$44.2M
SGAM
39
Stephens Group Asset Management
Arkansas
$43.4M
CFM
40
Comprehensive Financial Management
California
$41.8M
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$39.8M
SAM
42
Silvercrest Asset Management
New York
$38.2M
WT
43
Whittier Trust
California
$38M
Natixis Advisors
44
Natixis Advisors
Massachusetts
$37.8M
WPW
45
Waldron Private Wealth
Pennsylvania
$37.5M
Bank of New York Mellon
46
Bank of New York Mellon
New York
$37.3M
Victory Capital Management
47
Victory Capital Management
Texas
$35.5M
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$35.3M
AP
49
Advisors Preferred
Maryland
$33.5M
Wellington Management Group
50
Wellington Management Group
Massachusetts
$30.6M