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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
CFS
751
Cannon Financial Strategists
Georgia
$229K
SAM
752
S.A. Mason
Michigan
$229K
PIFP
753
Partners in Financial Planning
Virginia
$228K
RWM
754
Ritholtz Wealth Management
New York
$228K
ML
755
MLP3 LLC
New Jersey
$227K
NB
756
NBT Bank
New York
$227K
DWM
757
Dakota Wealth Management
Florida
$226K
FFP
758
FourThought Financial Partners
Florida
$226K
1IA
759
1834 Investment Advisors
Wisconsin
$225K
PCIA
760
Prime Capital Investment Advisors
Kansas
$225K
AIM
761
Anchor Investment Management
South Carolina
$224K
Capstone Investment Advisors
762
Capstone Investment Advisors
New York
$224K
MPM
763
Meritage Portfolio Management
Kansas
$224K
PAS
764
Professional Advisory Services
Florida
$223K
CW
765
Curio Wealth
Maryland
$221K
TFO
766
Timonier Family Office
North Carolina
$219K
S
767
Sunpointe
Missouri
$217K
CNTOF
768
Canandaigua National Trust of Florida
New York
$217K
MEAC
769
M.E. Allison & Co
Texas
$216K
FCMA
770
Foresight Capital Management Advisors
Michigan
$216K
PAM
771
Palisade Asset Management
Minnesota
$215K
CA
772
CGN Advisors
Kansas
$214K
GCA
773
Genesee Capital Advisors
New York
$212K
CTC
774
Central Trust Company
Missouri
$211K
RYIA
775
Roehl & Yi Investment Advisors
Oregon
$211K