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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
ORG
626
Optimist Retirement Group
Washington
$392K
National Bank of Canada
627
National Bank of Canada
Quebec, Canada
$388K
TCM
628
Tassel Capital Management
North Carolina
$387K
TI
629
Truepoint Inc
Ohio
$385K
DT
630
Diversified Trust
Tennessee
$384K
AFO
631
Aurelius Family Office
New Hampshire
$384K
GAG
632
GM Advisory Group
New York
$383K
HR
633
Howe & Rusling
New York
$382K
CCG
634
Coastwise Capital Group
California
$381K
NEWAS
635
N.E.W. Advisory Services
Wisconsin
$379K
BIG
636
Builder Investment Group
Georgia
$378K
MG
637
Mather Group
Illinois
$378K
KF
638
Krilogy Financial
Missouri
$377K
SC
639
Steph & Co
Wisconsin
$375K
FPCP
640
Fort Point Capital Partners
California
$373K
PP
641
Patten & Patten
Tennessee
$372K
SA
642
Skyline Advisors
Washington
$369K
WDL
643
Well Done LLC
Michigan
$367K
YIH
644
Y-Intercept (HK)
Hong Kong
$366K
AIM
645
Allen Investment Management
New York
$366K
BFS
646
BridgePort Financial Solutions
Iowa
$365K
CAG
647
Crestwood Advisors Group
Massachusetts
$365K
LWL
648
Leo Wealth LLC
Texas
$363K
CNBOF
649
City National Bank of Florida
Florida
$362K
RCM
650
Regency Capital Management
Hawaii
$362K