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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
WMA
701
West Michigan Advisors
Michigan
$294K
Hudson Bay Capital Management
702
Hudson Bay Capital Management
Connecticut
$294K
KCM
703
Kanawha Capital Management
Virginia
$292K
JIC
704
Joel Isaacson & Co
New York
$287K
BPC
705
Bearing Point Capital
Minnesota
$286K
TH
706
TCTC Holdings
Texas
$285K
AWA
707
Arete Wealth Advisors
Illinois
$284K
DCM
708
Dimension Capital Management
Florida
$283K
SFGM
709
Stonebridge Financial Group (Missouri)
Missouri
$283K
EIP
710
Ellis Investment Partners
Pennsylvania
$282K
PWPS
711
Pinnacle Wealth Planning Services
Ohio
$282K
OLA
712
Oliver Luxxe Assets
New Jersey
$282K
ARA
713
Alexander Randolph Advisory
Virginia
$282K
GJIA
714
Glass Jacobson Investment Advisors
Maryland
$281K
CAC
715
Certified Advisory Corp
Florida
$280K
SAI
716
Savvy Advisors Inc
New York
$279K
CIA
717
Compass Ion Advisors
Pennsylvania
$277K
CA
718
Capital Advantage
California
$276K
LWANC
719
Laurel Wealth Advisors (North Carolina)
North Carolina
$275K
Empower Advisory Group
720
Empower Advisory Group
Colorado
$275K
EGWAG
721
Elwood & Goetz Wealth Advisory Group
Georgia
$273K
RBC
722
Romano Brothers & Co
Illinois
$272K
AA
723
Aufman Associates
Pennsylvania
$272K
NWA
724
Navis Wealth Advisors
New York
$272K
OC
725
Oakworth Capital
Alabama
$271K