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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
CSP
576
Cary Street Partners
Virginia
$448K
SWM
577
Spire Wealth Management
Virginia
$448K
TPI
578
Trust Point Inc
Wisconsin
$448K
IAS
579
Insigneo Advisory Services
Florida
$447K
LSWP
580
Liberty Square Wealth Partners
Pennsylvania
$443K
FF
581
Friday Financial
Iowa
$443K
LFS
582
Lutz Financial Services
Nebraska
$442K
AFP
583
Ausdal Financial Partners
Iowa
$441K
IAA
584
Independent Advisor Alliance
North Carolina
$441K
MWP
585
MYCIO Wealth Partners
Pennsylvania
$440K
FB
586
Fulton Bank
Pennsylvania
$440K
CT
587
Colonial Trust
South Carolina
$439K
PS
588
Principal Securities
Iowa
$438K
VT
589
Vise Technologies
New York
$436K
EWA
590
Emergent Wealth Advisors
New York
$434K
PCMC
591
Paragon Capital Management (Colorado)
Colorado
$433K
RhumbLine Advisers
592
RhumbLine Advisers
Massachusetts
$432K
PFA
593
Pettinga Financial Advisors
Indiana
$432K
KWM
594
Keebeck Wealth Management
Illinois
$431K
GCM
595
Gator Capital Management
Florida
$430K
VA
596
Valmark Advisers
Ohio
$429K
C
597
Croban
Ohio
$428K
CPIA
598
Cornell Pochily Investment Advisors
New York
$427K
CB
599
Centennial Bank
Arkansas
$427K
MFA
600
Mayflower Financial Advisors
Massachusetts
$425K