We are live on ! Find out more
IWN icon

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
PWM
476
Perigon Wealth Management
California
$688K
AFC
477
AFT Forsyth & Company
Florida
$686K
GIA
478
Gladstone Institutional Advisory
Florida
$681K
HCC
479
Hirtle Callaghan & Co
Pennsylvania
$674K
AWM
480
Avior Wealth Management
Nebraska
$672K
MWM
481
Mission Wealth Management
California
$670K
WF
482
Welch & Forbes
Massachusetts
$666K
DPI
483
Diversified Portfolios Inc
Michigan
$665K
HCA
484
Heck Capital Advisors
Wisconsin
$665K
RWM
485
Rialto Wealth Management
New York
$662K
ST
486
Smithfield Trust
Pennsylvania
$660K
SB
487
Strategic Blueprint
Georgia
$659K
SPC
488
Sigma Planning Corp
Michigan
$655K
PHAM
489
Palisades Hudson Asset Management
Florida
$654K
NS
490
NBC Securities
Alabama
$654K
HWA
491
Heritage Wealth Advisors
Virginia
$652K
KFC
492
Klingenstein Fields & Co
New York
$649K
AG
493
Ascent Group
Virginia
$645K
CC
494
Chicago Capital
Illinois
$636K
UWPG
495
Ullmann Wealth Partners Group
Florida
$636K
TAM
496
Townsend Asset Management
North Carolina
$632K
CAG
497
Curtis Advisory Group
California
$628K
BAM
498
Belpointe Asset Management
Nevada
$627K
SWA
499
Strategies Wealth Advisors
Michigan
$625K
RRA
500
Red Reef Advisors
Florida
$624K