IWN icon

iShares Russell 2000 Value ETF

1,014 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 126 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)

0.17% less ownership

Funds ownership: 74.34%74.17% (-0.17%)

Holders
1,014
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
LCGC
551
Legacy Capital Group California
California
$502K
WA
552
Wasatch Advisors
Utah
$501K
NAAA
553
New Age Alpha Advisors
New York
$500K
CB
554
Cadence Bank
Mississippi
$498K
CP
555
Creekside Partners
California
$497K
BOPW
556
Brandywine Oak Private Wealth
Pennsylvania
$493K
PWM
557
Paulson Wealth Management
Illinois
$489K
WA
558
Wealth Alliance
New York
$487K
QCM
559
QRG Capital Management
Illinois
$484K
SFPG
560
Stonebridge Financial Planning Group
Florida
$482K
AP
561
Appleton Partners
Massachusetts
$481K
AFG
562
Atomi Financial Group
New York
$471K
SWA
563
Strategic Wealth Advisors
Arizona
$469K
FWTB
564
First Western Trust Bank
Colorado
$468K
CIBC World Market
565
CIBC World Market
Ontario, Canada
$466K
SFG
566
Sage Financial Group
Pennsylvania
$466K
LT
567
Legacy Trust
Michigan
$465K
EPW
568
Endeavor Private Wealth
Kansas
$458K
TCWM
569
Total Clarity Wealth Management
Illinois
$455K
BCM
570
BTC Capital Management
Iowa
$452K
CSP
571
Cary Street Partners
Virginia
$448K
SWM
572
Spire Wealth Management
Virginia
$448K
TPI
573
Trust Point Inc
Wisconsin
$448K
IAS
574
Insigneo Advisory Services
Florida
$447K
LSWP
575
Liberty Square Wealth Partners
Pennsylvania
$443K