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iShares Russell 2000 Value ETF

1,037 hedge funds and large institutions have $9.13B invested in iShares Russell 2000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 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: 321 | Existing positions reduced: 307

2% more capital invested

Capital invested by funds: $8.92B → $9.13B (+$212M)

0.21% more ownership

Funds ownership: 74.34%74.55% (+0.21%)

Holders
1,037
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
SI
751
Saxon Interests
Texas
$241K
AIM
752
Athena Investment Management
California
$240K
KWS
753
Keystone Wealth Services
California
$239K
CIA
754
Capital Investment Advisors
Georgia
$238K
BFS
755
Bradley Foster & Sargent
Connecticut
$238K
IFG
756
Independent Financial Group
California
$238K
PS
757
Planned Solutions
California
$236K
CIA
758
Cladis Investment Advisory
Montana
$236K
HF
759
HRT Financial
New York
$235K
CCG
760
Cypress Capital Group
Florida
$235K
CM
761
Castleark Management
Illinois
$234K
WHCFA
762
William Howard & Co Financial Advisors
Tennessee
$234K
MFIM
763
Mesirow Financial Investment Management
Illinois
$234K
REMPR
764
Roof Eidam Maycock Peralta (REMP)
California
$232K
WPC
765
Wedmont Private Capital
Pennsylvania
$231K
CFS
766
Cannon Financial Strategists
Georgia
$229K
SAM
767
S.A. Mason
Michigan
$229K
PIFP
768
Partners in Financial Planning
Virginia
$228K
RWM
769
Ritholtz Wealth Management
New York
$228K
ML
770
MLP3 LLC
New Jersey
$227K
NB
771
NBT Bank
New York
$227K
B
772
Bayban
Minnesota
$227K
DWM
773
Dakota Wealth Management
Florida
$226K
FFP
774
FourThought Financial Partners
Florida
$226K
1IA
775
1834 Investment Advisors
Wisconsin
$225K