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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
EIP
701
Ellis Investment Partners
Pennsylvania
$282K
PWPS
702
Pinnacle Wealth Planning Services
Ohio
$282K
OLA
703
Oliver Luxxe Assets
New Jersey
$282K
ARA
704
Alexander Randolph Advisory
Virginia
$282K
GJIA
705
Glass Jacobson Investment Advisors
Maryland
$281K
CAC
706
Certified Advisory Corp
Florida
$280K
SAI
707
Savvy Advisors Inc
New York
$279K
CIA
708
Compass Ion Advisors
Pennsylvania
$277K
CA
709
Capital Advantage
California
$276K
LWANC
710
Laurel Wealth Advisors (North Carolina)
North Carolina
$275K
Empower Advisory Group
711
Empower Advisory Group
Colorado
$275K
EGWAG
712
Elwood & Goetz Wealth Advisory Group
Georgia
$273K
RBC
713
Romano Brothers & Co
Illinois
$272K
AA
714
Aufman Associates
Pennsylvania
$272K
NWA
715
Navis Wealth Advisors
New York
$272K
OC
716
Oakworth Capital
Alabama
$271K
SFWA
717
Summit Financial Wealth Advisors
Louisiana
$269K
IBOK
718
Independence Bank of Kentucky
Kentucky
$269K
C
719
Certuity
Florida
$264K
NG
720
Northstar Group
New York
$264K
LFG
721
Larson Financial Group
Missouri
$262K
USB
722
Union Savings Bank
Connecticut
$261K
KWA
723
Kingswood Wealth Advisors
California
$261K
LOPW
724
Live Oak Private Wealth
North Carolina
$261K
ADL
725
Asset Dedication LLC
California
$260K