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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
TNA
526
True North Advisors
Texas
$549K
EFG
527
Embree Financial Group
Illinois
$548K
CWM
528
Cahaba Wealth Management
Georgia
$546K
BFM
529
Broadview Financial Management
Wisconsin
$546K
SCM
530
Sage Capital Management
New Jersey
$545K
RWM
531
Riverbend Wealth Management
South Carolina
$544K
KMWM
532
Keudell/Morrison Wealth Management
Oregon
$544K
FBB
533
Fulton Breakefield Broenniman
Maryland
$543K
FCFC
534
First Commonwealth Financial Corp
Pennsylvania
$543K
CWM
535
Castle Wealth Management
Florida
$541K
TPCW
536
TD Private Client Wealth
New York
$541K
SWA
537
Sax Wealth Advisors
New Jersey
$541K
DJSG
538
D.J. St. Germain
Massachusetts
$539K
WP
539
WealthPLAN Partners
Nebraska
$538K
FFN
540
Focus Financial Network
Minnesota
$538K
SEIA
541
Signature Estate & Investment Advisors
California
$536K
LA
542
Legacy Advisors
Pennsylvania
$534K
AA
543
Ancora Advisors
Ohio
$530K
CNBT
544
Canandaigua National Bank & Trust
New York
$525K
SGCA
545
Steel Grove Capital Advisors
Tennessee
$523K
VCP
546
Verus Capital Partners
Arizona
$520K
IA
547
Integrity Alliance
Iowa
$520K
SWGC
548
Summit Wealth Group (Colorado)
Colorado
$519K
SCA
549
St. Clair Advisors
Ohio
$518K
MWM
550
Maltin Wealth Management
New Jersey
$511K