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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
RCM
651
Regency Capital Management
Hawaii
$362K
BS
652
BCI Securities
Florida
$360K
IAG
653
Investment Advisory Group
Massachusetts
$360K
ONB
654
Old National Bancorp
Indiana
$358K
WAL
655
W Advisors LLC
Tennessee
$353K
MWM
656
McMill Wealth Management
Nebraska
$353K
AGC
657
Aspen Grove Capital
Colorado
$351K
PMFA
658
Plante Moran Financial Advisors
Michigan
$349K
RSWM
659
Robertson Stephens Wealth Management
California
$346K
SFS
660
Sharp Financial Services
Pennsylvania
$346K
MFWP
661
Mosaic Family Wealth Partners
Missouri
$345K
USCWA
662
U.S. Capital Wealth Advisors
Texas
$344K
RPC
663
Rossmore Private Capital
Connecticut
$344K
WS
664
Wedbush Securities
California
$343K
CD
665
Chapin Davis
Maryland
$336K
CGL
666
Clarius Group LLC
Washington
$336K
AIM
667
Advyzon Investment Management
Illinois
$333K
TBWA
668
Three Bridge Wealth Advisors
California
$330K
AMPWP
669
Alvarez & Marsal Private Wealth Partners
Florida
$330K
WHG
670
Westwood Holdings Group
Texas
$328K
PAM
671
Peak Asset Management
Colorado
$327K
LW
672
Linscomb Wealth
Texas
$323K
Financial Engines Advisors
673
Financial Engines Advisors
California
$321K
NWM
674
Navigation Wealth Management
Colorado
$320K
SG
675
StoneX Group
New York
$320K