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iShares Russell 2000 Value ETF

1,026 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 136 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 (+$208M)

0.17% more ownership

Funds ownership: 74.32%74.5% (+0.17%)

Holders
1,026
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
CGPCS
501
Capital Group Private Client Services
California
$613K
SVWAG
502
Sound View Wealth Advisors Group
Georgia
$608K
HTC
503
Haverford Trust Company
Pennsylvania
$607K
NAS
504
Nicolet Advisory Services
Wisconsin
$604K
AA
505
Alesco Advisors
New York
$603K
CT
506
Caldwell Trust
Florida
$599K
PI
507
PFG Investments
New York
$597K
ET
508
Equitable Trust
Tennessee
$597K
SCM
509
SCS Capital Management
Massachusetts
$595K
MWA
510
Monograph Wealth Advisors
California
$595K
AWA
511
Archvest Wealth Advisors
California
$594K
YWM
512
Yardley Wealth Management
Pennsylvania
$593K
IFPG
513
Intrepid Financial Planning Group
Indiana
$592K
JWA
514
JFS Wealth Advisors
Pennsylvania
$588K
HCA
515
Harbor Capital Advisors
Illinois
$587K
STA
516
Smith Thornton Advisors
Alabama
$584K
KPWM
517
KDK Private Wealth Management
Texas
$582K
CAL
518
Capital Analysts LLC
Pennsylvania
$580K
AWM
519
Apollon Wealth Management
South Carolina
$580K
DWM
520
Diversify Wealth Management
Utah
$571K
IWA
521
Icon Wealth Advisors
Texas
$570K
FFM
522
Forum Financial Management
Illinois
$570K
PIMG
523
Patriot Investment Management Group
Tennessee
$558K
KFI
524
Key Financial Inc
Pennsylvania
$555K
TCOV
525
Trust Company of Vermont
Vermont
$554K