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