We are live on ! Find out more
IWN icon

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
AMPWP
676
Alvarez & Marsal Private Wealth Partners
Florida
$330K
WHG
677
Westwood Holdings Group
Texas
$328K
PAM
678
Peak Asset Management
Colorado
$327K
LW
679
Linscomb Wealth
Texas
$323K
FNT
680
First Nebraska Trust
Nebraska
$321K
Financial Engines Advisors
681
Financial Engines Advisors
California
$321K
NWM
682
Navigation Wealth Management
Colorado
$320K
SG
683
StoneX Group
New York
$320K
MAA
684
Matrix Asset Advisors
New York
$320K
FMN
685
Financial Management Network
California
$319K
RIS
686
Retirement Income Solutions
Michigan
$319K
MFT
687
Moisand Fitzgerald Tamayo
Florida
$318K
IAG
688
Investmark Advisory Group
Connecticut
$318K
IWM
689
IHT Wealth Management
Illinois
$316K
AF
690
Advisornet Financial
Minnesota
$315K
OP
691
Oath Planning
Oklahoma
$314K
WI
692
Wedgewood Investors
Pennsylvania
$312K
CHJWM
693
Carlton Hofferkamp & Jenks Wealth Management
Texas
$306K
VP
694
Verum Partners
North Carolina
$306K
NEPWA
695
New England Private Wealth Advisors
Massachusetts
$303K
JWCA
696
J.W. Cole Advisors
Florida
$303K
E3F
697
Eight 31 Financial
Texas
$302K
DPW
698
DiNuzzo Private Wealth
Pennsylvania
$302K
DI
699
Decision Investments
California
$296K
DWM
700
Destination Wealth Management
California
$294K