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iShares Russell 2000 Value ETF

1,009 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 124 funds opening new positions, 312 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: 312 | Existing positions reduced: 309

0.22% less ownership

Funds ownership: 74.34%74.12% (-0.22%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

Holders
1,009
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
BCI
776
Brinker Capital Investments
Pennsylvania
$208K
GS
777
GWN Securities
Florida
$207K
AWA
778
Asempa Wealth Advisors
Louisiana
$206K
WT
779
Washington Trust
Rhode Island
$205K
SA
780
Sovran Advisors
California
$205K
FDCDDQ
781
Federation des caisses Desjardins du Quebec
Quebec, Canada
$204K
SFS
782
Sowell Financial Services
Arkansas
$203K
CPW
783
Cove Private Wealth
New York
$201K
Bank of Nova Scotia
784
Bank of Nova Scotia
Ontario, Canada
$201K
FFO
785
Fortitude Family Office
Arizona
$200K
HPC
786
HM Payson & Co
Maine
$199K
Lazard Asset Management
787
Lazard Asset Management
New York
$199K
EWA
788
EverSource Wealth Advisors
Alabama
$198K
CF
789
Centaurus Financial
California
$192K
CTWM
790
Cherry Tree Wealth Management
Minnesota
$189K
RIL
791
Rothschild Investment LLC
Illinois
$188K
IAIM
792
International Assets Investment Management
Florida
$186K
WETS
793
Wealth Enhancement Trust Services
South Dakota
$179K
CPG
794
Cornerstone Planning Group
New Jersey
$178K
VCM
795
Versant Capital Management
Arizona
$178K
CWM
796
Copia Wealth Management
Oregon
$176K
CT
797
Clearstead Trust
Maine
$171K
WIM
798
Westside Investment Management
California
$170K
CSB
799
City State Bank
Iowa
$170K
RP
800
Rice Partnership
Hawaii
$170K