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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
DM
726
Diversified Management
Wisconsin
$255K
M
727
MATAURO
New York
$254K
SSWM
728
Smith Salley Wealth Management
North Carolina
$254K
SFP
729
Shepherd Financial Partners
Massachusetts
$251K
TW
730
Traveka Wealth
California
$249K
MFP
731
Meridian Financial Partners
Virginia
$246K
MFS
732
McNamara Financial Services
Massachusetts
$245K
SIC
733
Sigma Investment Counselors
Michigan
$244K
KA
734
KLCM Advisors
Wisconsin
$243K
CWM
735
CCG Wealth Management
California
$242K
HCM
736
Hollencrest Capital Management
California
$242K
SI
737
Saxon Interests
Texas
$241K
AIM
738
Athena Investment Management
California
$240K
KWS
739
Keystone Wealth Services
California
$239K
CIA
740
Capital Investment Advisors
Georgia
$238K
BFS
741
Bradley Foster & Sargent
Connecticut
$238K
PS
742
Planned Solutions
California
$236K
CIA
743
Cladis Investment Advisory
Montana
$236K
HF
744
HRT Financial
New York
$235K
CCG
745
Cypress Capital Group
Florida
$235K
CM
746
Castleark Management
Illinois
$234K
WHCFA
747
William Howard & Co Financial Advisors
Tennessee
$234K
MFIM
748
Mesirow Financial Investment Management
Illinois
$234K
REMPR
749
Roof Eidam Maycock Peralta (REMP)
California
$232K
WPC
750
Wedmont Private Capital
Pennsylvania
$231K