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iShares Russell 2000 Value ETF

1,013 hedge funds and large institutions have $9.08B invested in iShares Russell 2000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 313 increasing their positions, 309 reducing their positions, and 51 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 capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 309

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

0.18% less ownership

Funds ownership: 74.34%74.16% (-0.18%)

Holders
1,013
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
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
CAC
701
Certified Advisory Corp
Florida
$280K
SAI
702
Savvy Advisors Inc
New York
$279K
CIA
703
Compass Ion Advisors
Pennsylvania
$277K
CA
704
Capital Advantage
California
$276K
LWANC
705
Laurel Wealth Advisors (North Carolina)
North Carolina
$275K
Empower Advisory Group
706
Empower Advisory Group
Colorado
$275K
EGWAG
707
Elwood & Goetz Wealth Advisory Group
Georgia
$273K
RBC
708
Romano Brothers & Co
Illinois
$272K
AA
709
Aufman Associates
Pennsylvania
$272K
NWA
710
Navis Wealth Advisors
New York
$272K
OC
711
Oakworth Capital
Alabama
$271K
SFWA
712
Summit Financial Wealth Advisors
Louisiana
$269K
IBOK
713
Independence Bank of Kentucky
Kentucky
$269K
C
714
Certuity
Florida
$264K
NG
715
Northstar Group
New York
$264K
LFG
716
Larson Financial Group
Missouri
$262K
KWA
717
Kingswood Wealth Advisors
California
$261K
LOPW
718
Live Oak Private Wealth
North Carolina
$261K
ADL
719
Asset Dedication LLC
California
$260K
GAM
720
Gotham Asset Management
New York
$260K
LWM
721
Lionshead Wealth Management
New York
$259K
WWM
722
Westwood Wealth Management
California
$259K
CWM
723
ClientFirst Wealth Management
Arkansas
$259K
CCG
724
Chatham Capital Group
Georgia
$256K
HPM
725
Hoxton Planning & Management
West Virginia
$255K