We are live on ! Find out more
IWN icon

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

286% more call options, than puts

Call options by funds: $19.9M | Put options by funds: $5.16M

168% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 53

7% more funds holding

Funds holding: 9701,040 (+70)

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

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
+70
Holders Change %
+7.22%
% of All Funds
12.66%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.29%
New
142
Increased
322
Reduced
307
Closed
53
Calls
$19.9M
Puts
$5.16M
Net Calls
+$14.8M
Net Calls Change
+$69.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SGCA
551
Steel Grove Capital Advisors
Tennessee
$523K
IA
552
Integrity Alliance
Iowa
$520K +$224K +1,247 +77%
SWGC
553
Summit Wealth Group (Colorado)
Colorado
$519K +$514K +2,862 New
SCA
554
St. Clair Advisors
Ohio
$518K
VCP
555
Verus Capital Partners
Arizona
$513K -$76.5K -426 -13%
MWM
556
Maltin Wealth Management
New Jersey
$511K +$2.33K +13 +0.5%
EWM
557
Evermay Wealth Management
Virginia
$511K
CFP
558
Catalyst Financial Partners
Massachusetts
$508K
SI
559
Shaker Investments
Ohio
$507K +$503K +2,800 New
BI
560
Berkeley Inc
Idaho
$504K +$180 +1 +0%
PA
561
Procyon Advisors
Connecticut
$504K +$44.4K +247 +10%
LCGC
562
Legacy Capital Group California
California
$502K +$14K +78 +3%
WA
563
Wasatch Advisors
Utah
$501K +$497K +2,765 New
NAAA
564
New Age Alpha Advisors
New York
$500K +$148K +825 +43%
CB
565
Cadence Bank
Mississippi
$498K -$2.33K -13 -0.5%
CP
566
Creekside Partners
California
$497K +$1.08K +6 +0.2%
BOPW
567
Brandywine Oak Private Wealth
Pennsylvania
$493K
PWM
568
Paulson Wealth Management
Illinois
$489K -$2.52K -14 -0.5%
WA
569
Wealth Alliance
New York
$487K +$482K +2,686 New
QCM
570
QRG Capital Management
Illinois
$484K +$85.9K +478 +22%
SFPG
571
Stonebridge Financial Planning Group
Florida
$482K +$26.8K +149 +6%
AP
572
Appleton Partners
Massachusetts
$481K -$51.7K -288 -10%
AFG
573
Atomi Financial Group
New York
$471K -$248K -1,383 -35%
SWA
574
Strategic Wealth Advisors
Arizona
$469K +$465K +2,590 New
SG
575
Sankala Group
Colorado
$469K +$426K +2,372 New