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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
MFA
601
Mayflower Financial Advisors
Massachusetts
$425K
TIAAOA
602
Teachers Insurance & Annuity Association of America
New York
$424K
CIA
603
Concurrent Investment Advisors
Florida
$422K
DE
604
Diversified Enterprises
Delaware
$421K
AC
605
Annandale Capital
Texas
$417K
TWP
606
Triad Wealth Partners
Kansas
$417K
CWA
607
CJM Wealth Advisers
Virginia
$415K
NB
608
Nicolet Bankshares
Wisconsin
$415K
FCH
609
Freestone Capital Holdings
Washington
$414K
EPM
610
Elm Partners Management
Pennsylvania
$412K
FA
611
Fiducient Advisors
Illinois
$412K
ANBT
612
American National Bank & Trust
Texas
$410K
CFGA
613
Cambridge Financial Group (Arizona)
Arizona
$408K
CFA
614
Cahill Financial Advisors
Minnesota
$408K
VFIC
615
Valley Forge Investment Consultants
Pennsylvania
$408K
SC
616
Sapient Capital
Indiana
$407K
IA
617
Invested Advisors
Pennsylvania
$406K
CS
618
Capital Square
Tennessee
$403K
SMC
619
Smith, Moore & Co
Missouri
$402K
MOS
620
MGO One Seven
Ohio
$402K
PPWP
621
Premier Path Wealth Partners
New Jersey
$402K
CS
622
Cannell & Spears
New York
$400K
AAS
623
Ameritas Advisory Services
Nebraska
$399K
ANB
624
Amarillo National Bank
Texas
$398K
BBI
625
Baxter Bros Inc
Connecticut
$394K