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iShares Russell 2000 Value ETF

1,024 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 134 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
1,024
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
FMN
676
Financial Management Network
California
$319K
RIS
677
Retirement Income Solutions
Michigan
$319K
MFT
678
Moisand Fitzgerald Tamayo
Florida
$318K
IAG
679
Investmark Advisory Group
Connecticut
$318K
IWM
680
IHT Wealth Management
Illinois
$316K
AF
681
Advisornet Financial
Minnesota
$315K
OP
682
Oath Planning
Oklahoma
$314K
WI
683
Wedgewood Investors
Pennsylvania
$312K
CHJWM
684
Carlton Hofferkamp & Jenks Wealth Management
Texas
$306K
VP
685
Verum Partners
North Carolina
$306K
NEPWA
686
New England Private Wealth Advisors
Massachusetts
$303K
JWCA
687
J.W. Cole Advisors
Florida
$303K
E3F
688
Eight 31 Financial
Texas
$302K
DPW
689
DiNuzzo Private Wealth
Pennsylvania
$302K
DI
690
Decision Investments
California
$296K
DWM
691
Destination Wealth Management
California
$294K
WMA
692
West Michigan Advisors
Michigan
$294K
Hudson Bay Capital Management
693
Hudson Bay Capital Management
Connecticut
$294K
KCM
694
Kanawha Capital Management
Virginia
$292K
JIC
695
Joel Isaacson & Co
New York
$287K
BPC
696
Bearing Point Capital
Minnesota
$286K
TH
697
TCTC Holdings
Texas
$285K
AWA
698
Arete Wealth Advisors
Illinois
$284K
DCM
699
Dimension Capital Management
Florida
$283K
SFGM
700
Stonebridge Financial Group (Missouri)
Missouri
$283K