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iShares Russell 2000 Value ETF

1,025 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 135 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 (+$207M)

0.17% more ownership

Funds ownership: 74.32%74.49% (+0.17%)

Holders
1,025
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
EFG
526
Embree Financial Group
Illinois
$548K
CWM
527
Cahaba Wealth Management
Georgia
$546K
BFM
528
Broadview Financial Management
Wisconsin
$546K
SCM
529
Sage Capital Management
New Jersey
$545K
RWM
530
Riverbend Wealth Management
South Carolina
$544K
KMWM
531
Keudell/Morrison Wealth Management
Oregon
$544K
FBB
532
Fulton Breakefield Broenniman
Maryland
$543K
FCFC
533
First Commonwealth Financial Corp
Pennsylvania
$543K
CWM
534
Castle Wealth Management
Florida
$541K
TPCW
535
TD Private Client Wealth
New York
$541K
SWA
536
Sax Wealth Advisors
New Jersey
$541K
DJSG
537
D.J. St. Germain
Massachusetts
$539K
WP
538
WealthPLAN Partners
Nebraska
$538K
FFN
539
Focus Financial Network
Minnesota
$538K
SEIA
540
Signature Estate & Investment Advisors
California
$536K
LA
541
Legacy Advisors
Pennsylvania
$534K
AA
542
Ancora Advisors
Ohio
$530K
CNBT
543
Canandaigua National Bank & Trust
New York
$525K
SGCA
544
Steel Grove Capital Advisors
Tennessee
$523K
VCP
545
Verus Capital Partners
Arizona
$520K
IA
546
Integrity Alliance
Iowa
$520K
SWGC
547
Summit Wealth Group (Colorado)
Colorado
$519K
SCA
548
St. Clair Advisors
Ohio
$518K
MWM
549
Maltin Wealth Management
New Jersey
$511K
EWM
550
Evermay Wealth Management
Virginia
$511K