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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
SFGM
701
Stonebridge Financial Group (Missouri)
Missouri
$283K
EIP
702
Ellis Investment Partners
Pennsylvania
$282K
PWPS
703
Pinnacle Wealth Planning Services
Ohio
$282K
OLA
704
Oliver Luxxe Assets
New Jersey
$282K
ARA
705
Alexander Randolph Advisory
Virginia
$282K
GJIA
706
Glass Jacobson Investment Advisors
Maryland
$281K
CAC
707
Certified Advisory Corp
Florida
$280K
SAI
708
Savvy Advisors Inc
New York
$279K
CIA
709
Compass Ion Advisors
Pennsylvania
$277K
CA
710
Capital Advantage
California
$276K
LWANC
711
Laurel Wealth Advisors (North Carolina)
North Carolina
$275K
Empower Advisory Group
712
Empower Advisory Group
Colorado
$275K
EGWAG
713
Elwood & Goetz Wealth Advisory Group
Georgia
$273K
RBC
714
Romano Brothers & Co
Illinois
$272K
AA
715
Aufman Associates
Pennsylvania
$272K
NWA
716
Navis Wealth Advisors
New York
$272K
OC
717
Oakworth Capital
Alabama
$271K
SFWA
718
Summit Financial Wealth Advisors
Louisiana
$269K
IBOK
719
Independence Bank of Kentucky
Kentucky
$269K
C
720
Certuity
Florida
$264K
NG
721
Northstar Group
New York
$264K
LFG
722
Larson Financial Group
Missouri
$262K
USB
723
Union Savings Bank
Connecticut
$261K
KWA
724
Kingswood Wealth Advisors
California
$261K
LOPW
725
Live Oak Private Wealth
North Carolina
$261K