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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
EWM
551
Evermay Wealth Management
Virginia
$511K
CFP
552
Catalyst Financial Partners
Massachusetts
$508K
SI
553
Shaker Investments
Ohio
$507K
BI
554
Berkeley Inc
Idaho
$504K
PA
555
Procyon Advisors
Connecticut
$504K
LCGC
556
Legacy Capital Group California
California
$502K
WA
557
Wasatch Advisors
Utah
$501K
NAAA
558
New Age Alpha Advisors
New York
$500K
CB
559
Cadence Bank
Mississippi
$498K
CP
560
Creekside Partners
California
$497K
BOPW
561
Brandywine Oak Private Wealth
Pennsylvania
$493K
PWM
562
Paulson Wealth Management
Illinois
$489K
WA
563
Wealth Alliance
New York
$487K
QCM
564
QRG Capital Management
Illinois
$484K
SFPG
565
Stonebridge Financial Planning Group
Florida
$482K
AP
566
Appleton Partners
Massachusetts
$481K
AFG
567
Atomi Financial Group
New York
$471K
SWA
568
Strategic Wealth Advisors
Arizona
$469K
SG
569
Sankala Group
Colorado
$469K
FWTB
570
First Western Trust Bank
Colorado
$468K
CIBC World Market
571
CIBC World Market
Ontario, Canada
$466K
SFG
572
Sage Financial Group
Pennsylvania
$466K
LT
573
Legacy Trust
Michigan
$465K
EPW
574
Endeavor Private Wealth
Kansas
$458K
TCWM
575
Total Clarity Wealth Management
Illinois
$455K