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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
MAA
676
Matrix Asset Advisors
New York
$320K
FMN
677
Financial Management Network
California
$319K
RIS
678
Retirement Income Solutions
Michigan
$319K
MFT
679
Moisand Fitzgerald Tamayo
Florida
$318K
IAG
680
Investmark Advisory Group
Connecticut
$318K
IWM
681
IHT Wealth Management
Illinois
$316K
AF
682
Advisornet Financial
Minnesota
$315K
OP
683
Oath Planning
Oklahoma
$314K
WI
684
Wedgewood Investors
Pennsylvania
$312K
CHJWM
685
Carlton Hofferkamp & Jenks Wealth Management
Texas
$306K
VP
686
Verum Partners
North Carolina
$306K
NEPWA
687
New England Private Wealth Advisors
Massachusetts
$303K
JWCA
688
J.W. Cole Advisors
Florida
$303K
E3F
689
Eight 31 Financial
Texas
$302K
DPW
690
DiNuzzo Private Wealth
Pennsylvania
$302K
DI
691
Decision Investments
California
$296K
DWM
692
Destination Wealth Management
California
$294K
WMA
693
West Michigan Advisors
Michigan
$294K
Hudson Bay Capital Management
694
Hudson Bay Capital Management
Connecticut
$294K
KCM
695
Kanawha Capital Management
Virginia
$292K
JIC
696
Joel Isaacson & Co
New York
$287K
BPC
697
Bearing Point Capital
Minnesota
$286K
TH
698
TCTC Holdings
Texas
$285K
AWA
699
Arete Wealth Advisors
Illinois
$284K
DCM
700
Dimension Capital Management
Florida
$283K