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iShares Russell 2000 Value ETF

1,040 hedge funds and large institutions have $9.14B invested in iShares Russell 2000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 322 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:

5% more repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 307

2% more capital invested

Capital invested by funds: $8.92B → $9.14B (+$213M)

0.21% more ownership

Funds ownership: 74.39%74.6% (+0.21%)

Holders
1,040
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
WDL
651
Well Done LLC
Michigan
$367K
YIH
652
Y-Intercept (HK)
Hong Kong
$366K
AIM
653
Allen Investment Management
New York
$366K
BFS
654
BridgePort Financial Solutions
Iowa
$365K
CAG
655
Crestwood Advisors Group
Massachusetts
$365K
LWL
656
Leo Wealth LLC
Texas
$363K
CNBOF
657
City National Bank of Florida
Florida
$362K
RCM
658
Regency Capital Management
Hawaii
$362K
BS
659
BCI Securities
Florida
$360K
IAG
660
Investment Advisory Group
Massachusetts
$360K
ONB
661
Old National Bancorp
Indiana
$358K
WAL
662
W Advisors LLC
Tennessee
$353K
MWM
663
McMill Wealth Management
Nebraska
$353K
AGC
664
Aspen Grove Capital
Colorado
$351K
PMFA
665
Plante Moran Financial Advisors
Michigan
$349K
RSWM
666
Robertson Stephens Wealth Management
California
$346K
SFS
667
Sharp Financial Services
Pennsylvania
$346K
MFWP
668
Mosaic Family Wealth Partners
Missouri
$345K
USCWA
669
U.S. Capital Wealth Advisors
Texas
$344K
RPC
670
Rossmore Private Capital
Connecticut
$344K
WS
671
Wedbush Securities
California
$343K
CD
672
Chapin Davis
Maryland
$336K
CGL
673
Clarius Group LLC
Washington
$336K
AIM
674
Advyzon Investment Management
Illinois
$333K
TBWA
675
Three Bridge Wealth Advisors
California
$330K