IWN icon

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
AGC
651
Aspen Grove Capital
Colorado
$351K
PMFA
652
Plante Moran Financial Advisors
Michigan
$349K
RSWM
653
Robertson Stephens Wealth Management
California
$346K
SFS
654
Sharp Financial Services
Pennsylvania
$346K
MFWP
655
Mosaic Family Wealth Partners
Missouri
$345K
USCWA
656
U.S. Capital Wealth Advisors
Texas
$344K
RPC
657
Rossmore Private Capital
Connecticut
$344K
WS
658
Wedbush Securities
California
$343K
CD
659
Chapin Davis
Maryland
$336K
CGL
660
Clarius Group LLC
Washington
$336K
AIM
661
Advyzon Investment Management
Illinois
$333K
TBWA
662
Three Bridge Wealth Advisors
California
$330K
AMPWP
663
Alvarez & Marsal Private Wealth Partners
Florida
$330K
WHG
664
Westwood Holdings Group
Texas
$328K
PAM
665
Peak Asset Management
Colorado
$327K
LW
666
Linscomb Wealth
Texas
$323K
Financial Engines Advisors
667
Financial Engines Advisors
California
$321K
NWM
668
Navigation Wealth Management
Colorado
$320K
SG
669
StoneX Group
New York
$320K
MAA
670
Matrix Asset Advisors
New York
$320K
FMN
671
Financial Management Network
California
$319K
RIS
672
Retirement Income Solutions
Michigan
$319K
MFT
673
Moisand Fitzgerald Tamayo
Florida
$318K
IAG
674
Investmark Advisory Group
Connecticut
$318K
IWM
675
IHT Wealth Management
Illinois
$316K