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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
GAM
726
Gotham Asset Management
New York
$260K
LWM
727
Lionshead Wealth Management
New York
$259K
WWM
728
Westwood Wealth Management
California
$259K
CWM
729
ClientFirst Wealth Management
Arkansas
$259K
CCG
730
Chatham Capital Group
Georgia
$256K
HPM
731
Hoxton Planning & Management
West Virginia
$255K
DM
732
Diversified Management
Wisconsin
$255K
M
733
MATAURO
New York
$254K
SSWM
734
Smith Salley Wealth Management
North Carolina
$254K
SFP
735
Shepherd Financial Partners
Massachusetts
$251K
TW
736
Traveka Wealth
California
$249K
CC
737
Clearwave Capital
California
$246K
MFP
738
Meridian Financial Partners
Virginia
$246K
MFS
739
McNamara Financial Services
Massachusetts
$245K
SIC
740
Sigma Investment Counselors
Michigan
$244K
KA
741
KLCM Advisors
Wisconsin
$243K
CWM
742
CCG Wealth Management
California
$242K
HCM
743
Hollencrest Capital Management
California
$242K
SI
744
Saxon Interests
Texas
$241K
AIM
745
Athena Investment Management
California
$240K
KWS
746
Keystone Wealth Services
California
$239K
CIA
747
Capital Investment Advisors
Georgia
$238K
BFS
748
Bradley Foster & Sargent
Connecticut
$238K
PS
749
Planned Solutions
California
$236K
CIA
750
Cladis Investment Advisory
Montana
$236K