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iShares Russell 2000 Value ETF

1,025 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 135 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
1,025
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
MWM
476
Mission Wealth Management
California
$670K
WF
477
Welch & Forbes
Massachusetts
$666K
DPI
478
Diversified Portfolios Inc
Michigan
$665K
HCA
479
Heck Capital Advisors
Wisconsin
$665K
RWM
480
Rialto Wealth Management
New York
$662K
ST
481
Smithfield Trust
Pennsylvania
$660K
SB
482
Strategic Blueprint
Georgia
$659K
SPC
483
Sigma Planning Corp
Michigan
$655K
PHAM
484
Palisades Hudson Asset Management
Florida
$654K
NS
485
NBC Securities
Alabama
$654K
HWA
486
Heritage Wealth Advisors
Virginia
$652K
KFC
487
Klingenstein Fields & Co
New York
$649K
AG
488
Ascent Group
Virginia
$645K
CC
489
Chicago Capital
Illinois
$636K
UWPG
490
Ullmann Wealth Partners Group
Florida
$636K
TAM
491
Townsend Asset Management
North Carolina
$632K
CAG
492
Curtis Advisory Group
California
$628K
BAM
493
Belpointe Asset Management
Nevada
$627K
SWA
494
Strategies Wealth Advisors
Michigan
$625K
FFG
495
Fiduciary Financial Group
California
$624K
BW
496
BIP Wealth
Georgia
$624K
PVI
497
Pine Valley Investments
New Jersey
$621K
AWA
498
American Wealth Advisors
Georgia
$616K
MCWS
499
McKinley Carter Wealth Services
West Virginia
$616K
CGPCS
500
Capital Group Private Client Services
California
$613K