IWN icon

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
TIAAOA
601
Teachers Insurance & Annuity Association of America
New York
$424K
CIA
602
Concurrent Investment Advisors
Florida
$422K
DE
603
Diversified Enterprises
Delaware
$421K
AC
604
Annandale Capital
Texas
$417K
TWP
605
Triad Wealth Partners
Kansas
$417K
CWA
606
CJM Wealth Advisers
Virginia
$415K
NB
607
Nicolet Bankshares
Wisconsin
$415K
FCH
608
Freestone Capital Holdings
Washington
$414K
EPM
609
Elm Partners Management
Pennsylvania
$412K
FA
610
Fiducient Advisors
Illinois
$412K
ANBT
611
American National Bank & Trust
Texas
$410K
CFGA
612
Cambridge Financial Group (Arizona)
Arizona
$408K
CFA
613
Cahill Financial Advisors
Minnesota
$408K
VFIC
614
Valley Forge Investment Consultants
Pennsylvania
$408K
SC
615
Sapient Capital
Indiana
$407K
IA
616
Invested Advisors
Pennsylvania
$406K
CS
617
Capital Square
Tennessee
$403K
SMC
618
Smith, Moore & Co
Missouri
$402K
MOS
619
MGO One Seven
Ohio
$402K
PPWP
620
Premier Path Wealth Partners
New Jersey
$402K
CS
621
Cannell & Spears
New York
$400K
AAS
622
Ameritas Advisory Services
Nebraska
$399K
ANB
623
Amarillo National Bank
Texas
$398K
BBI
624
Baxter Bros Inc
Connecticut
$394K
PA
625
PW Advisors
Florida
$392K