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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
RWM
526
Riverbend Wealth Management
South Carolina
$544K
KMWM
527
Keudell/Morrison Wealth Management
Oregon
$544K
FBB
528
Fulton Breakefield Broenniman
Maryland
$543K
FCFC
529
First Commonwealth Financial Corp
Pennsylvania
$543K
CWM
530
Castle Wealth Management
Florida
$541K
TPCW
531
TD Private Client Wealth
New York
$541K
SWA
532
Sax Wealth Advisors
New Jersey
$541K
DJSG
533
D.J. St. Germain
Massachusetts
$539K
WP
534
WealthPLAN Partners
Nebraska
$538K
FFN
535
Focus Financial Network
Minnesota
$538K
SEIA
536
Signature Estate & Investment Advisors
California
$536K
LA
537
Legacy Advisors
Pennsylvania
$534K
AA
538
Ancora Advisors
Ohio
$530K
CNBT
539
Canandaigua National Bank & Trust
New York
$525K
SGCA
540
Steel Grove Capital Advisors
Tennessee
$523K
VCP
541
Verus Capital Partners
Arizona
$520K
IA
542
Integrity Alliance
Iowa
$520K
SWGC
543
Summit Wealth Group (Colorado)
Colorado
$519K
SCA
544
St. Clair Advisors
Ohio
$518K
MWM
545
Maltin Wealth Management
New Jersey
$511K
EWM
546
Evermay Wealth Management
Virginia
$511K
CFP
547
Catalyst Financial Partners
Massachusetts
$508K
SI
548
Shaker Investments
Ohio
$507K
BI
549
Berkeley Inc
Idaho
$504K
PA
550
Procyon Advisors
Connecticut
$504K