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iShares Russell 2000 Value ETF

1,013 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 125 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)

0.18% less ownership

Funds ownership: 74.34%74.16% (-0.18%)

Holders
1,013
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
CWA
601
CJM Wealth Advisers
Virginia
$415K
NB
602
Nicolet Bankshares
Wisconsin
$415K
FCH
603
Freestone Capital Holdings
Washington
$414K
EPM
604
Elm Partners Management
Pennsylvania
$412K
FA
605
Fiducient Advisors
Illinois
$412K
ANBT
606
American National Bank & Trust
Texas
$410K
CFGA
607
Cambridge Financial Group (Arizona)
Arizona
$408K
CFA
608
Cahill Financial Advisors
Minnesota
$408K
VFIC
609
Valley Forge Investment Consultants
Pennsylvania
$408K
SC
610
Sapient Capital
Indiana
$407K
IA
611
Invested Advisors
Pennsylvania
$406K
CS
612
Capital Square
Tennessee
$403K
SMC
613
Smith, Moore & Co
Missouri
$402K
MOS
614
MGO One Seven
Ohio
$402K
PPWP
615
Premier Path Wealth Partners
New Jersey
$402K
CS
616
Cannell & Spears
New York
$400K
AAS
617
Ameritas Advisory Services
Nebraska
$399K
ANB
618
Amarillo National Bank
Texas
$398K
BBI
619
Baxter Bros Inc
Connecticut
$394K
PA
620
PW Advisors
Florida
$392K
ORG
621
Optimist Retirement Group
Washington
$392K
National Bank of Canada
622
National Bank of Canada
Quebec, Canada
$388K
TCM
623
Tassel Capital Management
North Carolina
$387K
TI
624
Truepoint Inc
Ohio
$385K
DT
625
Diversified Trust
Tennessee
$384K