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iShares Russell 2000 Value ETF

1,040 hedge funds and large institutions have $9.14B invested in iShares Russell 2000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 322 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:

5% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 307

2% more capital invested

Capital invested by funds: $8.92B → $9.14B (+$213M)

0.21% more ownership

Funds ownership: 74.39%74.6% (+0.21%)

Holders
1,040
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
IWA
526
Icon Wealth Advisors
Texas
$570K
FFM
527
Forum Financial Management
Illinois
$570K
PIMG
528
Patriot Investment Management Group
Tennessee
$558K
KFI
529
Key Financial Inc
Pennsylvania
$555K
TCOV
530
Trust Company of Vermont
Vermont
$554K
TNA
531
True North Advisors
Texas
$549K
EFG
532
Embree Financial Group
Illinois
$548K
CWM
533
Cahaba Wealth Management
Georgia
$546K
BFM
534
Broadview Financial Management
Wisconsin
$546K
SCM
535
Sage Capital Management
New Jersey
$545K
RWM
536
Riverbend Wealth Management
South Carolina
$544K
KMWM
537
Keudell/Morrison Wealth Management
Oregon
$544K
FBB
538
Fulton Breakefield Broenniman
Maryland
$543K
FCFC
539
First Commonwealth Financial Corp
Pennsylvania
$543K
CWM
540
Castle Wealth Management
Florida
$541K
TPCW
541
TD Private Client Wealth
New York
$541K
SWA
542
Sax Wealth Advisors
New Jersey
$541K
DJSG
543
D.J. St. Germain
Massachusetts
$539K
WP
544
WealthPLAN Partners
Nebraska
$538K
FFN
545
Focus Financial Network
Minnesota
$538K
SEIA
546
Signature Estate & Investment Advisors
California
$536K
LA
547
Legacy Advisors
Pennsylvania
$534K
HAG
548
HighPoint Advisor Group
Illinois
$530K
AA
549
Ancora Advisors
Ohio
$530K
CNBT
550
Canandaigua National Bank & Trust
New York
$525K