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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
CT
501
Caldwell Trust
Florida
$599K
PI
502
PFG Investments
New York
$597K
ET
503
Equitable Trust
Tennessee
$597K
SCM
504
SCS Capital Management
Massachusetts
$595K
MWA
505
Monograph Wealth Advisors
California
$595K
AWA
506
Archvest Wealth Advisors
California
$594K
YWM
507
Yardley Wealth Management
Pennsylvania
$593K
IFPG
508
Intrepid Financial Planning Group
Indiana
$592K
JWA
509
JFS Wealth Advisors
Pennsylvania
$588K
HCA
510
Harbor Capital Advisors
Illinois
$587K
STA
511
Smith Thornton Advisors
Alabama
$584K
KPWM
512
KDK Private Wealth Management
Texas
$582K
CAL
513
Capital Analysts LLC
Pennsylvania
$580K
AWM
514
Apollon Wealth Management
South Carolina
$580K
DWM
515
Diversify Wealth Management
Utah
$571K
IWA
516
Icon Wealth Advisors
Texas
$570K
FFM
517
Forum Financial Management
Illinois
$570K
PIMG
518
Patriot Investment Management Group
Tennessee
$558K
KFI
519
Key Financial Inc
Pennsylvania
$555K
TCOV
520
Trust Company of Vermont
Vermont
$554K
TNA
521
True North Advisors
Texas
$549K
EFG
522
Embree Financial Group
Illinois
$548K
CWM
523
Cahaba Wealth Management
Georgia
$546K
BFM
524
Broadview Financial Management
Wisconsin
$546K
SCM
525
Sage Capital Management
New Jersey
$545K