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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
BF
776
Blankinship & Foster
California
$208K
TP
777
Tranquility Partners
Tennessee
$208K
BCI
778
Brinker Capital Investments
Pennsylvania
$208K
GS
779
GWN Securities
Florida
$207K
AWA
780
Asempa Wealth Advisors
Louisiana
$206K
WT
781
Washington Trust
Rhode Island
$205K
SA
782
Sovran Advisors
California
$205K
FDCDDQ
783
Federation des caisses Desjardins du Quebec
Quebec, Canada
$204K
SFS
784
Sowell Financial Services
Arkansas
$203K
CPW
785
Cove Private Wealth
New York
$201K
Bank of Nova Scotia
786
Bank of Nova Scotia
Ontario, Canada
$201K
FFO
787
Fortitude Family Office
Arizona
$200K
HPC
788
HM Payson & Co
Maine
$199K
Lazard Asset Management
789
Lazard Asset Management
New York
$199K
EWA
790
EverSource Wealth Advisors
Alabama
$198K
CF
791
Centaurus Financial
California
$192K
CTWM
792
Cherry Tree Wealth Management
Minnesota
$189K
RIL
793
Rothschild Investment LLC
Illinois
$188K
IAIM
794
International Assets Investment Management
Florida
$186K
WETS
795
Wealth Enhancement Trust Services
South Dakota
$179K
CPG
796
Cornerstone Planning Group
New Jersey
$178K
VCM
797
Versant Capital Management
Arizona
$178K
CWM
798
Copia Wealth Management
Oregon
$176K
CT
799
Clearstead Trust
Maine
$171K
WIM
800
Westside Investment Management
California
$170K