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iShares Russell 2000 Value ETF

1,026 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 136 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 (+$208M)

0.17% more ownership

Funds ownership: 74.32%74.5% (+0.17%)

Holders
1,026
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
CTWM
801
Cherry Tree Wealth Management
Minnesota
$189K
RIL
802
Rothschild Investment LLC
Illinois
$188K
IAIM
803
International Assets Investment Management
Florida
$186K
WETS
804
Wealth Enhancement Trust Services
South Dakota
$179K
CPG
805
Cornerstone Planning Group
New Jersey
$178K
VCM
806
Versant Capital Management
Arizona
$178K
CWM
807
Copia Wealth Management
Oregon
$176K
CT
808
Clearstead Trust
Maine
$171K
WIM
809
Westside Investment Management
California
$170K
CSB
810
City State Bank
Iowa
$170K
RP
811
Rice Partnership
Hawaii
$170K
SMA
812
Sage Mountain Advisors
Georgia
$168K
WTA
813
Washington Trust Advisors
Massachusetts
$168K
Mirae Asset Global Investments
814
Mirae Asset Global Investments
South Korea
$163K
AA
815
Addison Advisors
Vermont
$159K
SG Americas Securities
816
SG Americas Securities
New York
$158K
TWM
817
Topsail Wealth Management
North Carolina
$149K
PS
818
Pinney & Scofield
Massachusetts
$147K
FDCP
819
Foster Dykema Cabot & Partners
Massachusetts
$146K
SC
820
SouthState Corp
Florida
$144K
RTL
821
Red Tortoise LLC
Georgia
$143K
GKIM
822
GW&K Investment Management
Massachusetts
$143K
M
823
MOTCO
Texas
$142K
WP
824
WealthShield Partners
North Carolina
$140K
JSAM
825
J. Safra Asset Management
New York
$138K