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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
ST
476
Smithfield Trust
Pennsylvania
$660K
SB
477
Strategic Blueprint
Georgia
$659K
SPC
478
Sigma Planning Corp
Michigan
$655K
PHAM
479
Palisades Hudson Asset Management
Florida
$654K
NS
480
NBC Securities
Alabama
$654K
HWA
481
Heritage Wealth Advisors
Virginia
$652K
KFC
482
Klingenstein Fields & Co
New York
$649K
AG
483
Ascent Group
Virginia
$645K
CC
484
Chicago Capital
Illinois
$636K
UWPG
485
Ullmann Wealth Partners Group
Florida
$636K
TAM
486
Townsend Asset Management
North Carolina
$632K
WIA
487
World Investment Advisors
California
$631K
CAG
488
Curtis Advisory Group
California
$628K
BAM
489
Belpointe Asset Management
Nevada
$627K
SWA
490
Strategies Wealth Advisors
Michigan
$625K
FFG
491
Fiduciary Financial Group
California
$624K
BW
492
BIP Wealth
Georgia
$624K
PVI
493
Pine Valley Investments
New Jersey
$621K
AWA
494
American Wealth Advisors
Georgia
$616K
MCWS
495
McKinley Carter Wealth Services
West Virginia
$616K
CGPCS
496
Capital Group Private Client Services
California
$613K
SVWAG
497
Sound View Wealth Advisors Group
Georgia
$608K
HTC
498
Haverford Trust Company
Pennsylvania
$607K
NAS
499
Nicolet Advisory Services
Wisconsin
$604K
AA
500
Alesco Advisors
New York
$603K