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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
IBOK
726
Independence Bank of Kentucky
Kentucky
$269K
SFWA
727
Summit Financial Wealth Advisors
Louisiana
$269K
C
728
Certuity
Florida
$264K
NG
729
Northstar Group
New York
$264K
LFG
730
Larson Financial Group
Missouri
$262K
USB
731
Union Savings Bank
Connecticut
$261K
KWA
732
Kingswood Wealth Advisors
California
$261K
LOPW
733
Live Oak Private Wealth
North Carolina
$261K
ADL
734
Asset Dedication LLC
California
$260K
GAM
735
Gotham Asset Management
New York
$260K
LWM
736
Lionshead Wealth Management
New York
$259K
WWM
737
Westwood Wealth Management
California
$259K
CWM
738
ClientFirst Wealth Management
Arkansas
$259K
CCG
739
Chatham Capital Group
Georgia
$256K
HPM
740
Hoxton Planning & Management
West Virginia
$255K
DM
741
Diversified Management
Wisconsin
$255K
M
742
MATAURO
New York
$254K
SSWM
743
Smith Salley Wealth Management
North Carolina
$254K
SFP
744
Shepherd Financial Partners
Massachusetts
$251K
TW
745
Traveka Wealth
California
$249K
CC
746
Clearwave Capital
California
$246K
MFP
747
Meridian Financial Partners
Virginia
$246K
MFS
748
McNamara Financial Services
Massachusetts
$245K
SIC
749
Sigma Investment Counselors
Michigan
$244K
KA
750
KLCM Advisors
Wisconsin
$243K