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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
SMA
801
Sage Mountain Advisors
Georgia
$168K
WTA
802
Washington Trust Advisors
Massachusetts
$168K
Mirae Asset Global Investments
803
Mirae Asset Global Investments
South Korea
$163K
AA
804
Addison Advisors
Vermont
$159K
SG Americas Securities
805
SG Americas Securities
New York
$158K
TWM
806
Topsail Wealth Management
North Carolina
$149K
PS
807
Pinney & Scofield
Massachusetts
$147K
FDCP
808
Foster Dykema Cabot & Partners
Massachusetts
$146K
SC
809
SouthState Corp
Florida
$144K
RTL
810
Red Tortoise LLC
Georgia
$143K
GKIM
811
GW&K Investment Management
Massachusetts
$143K
M
812
MOTCO
Texas
$142K
WP
813
WealthShield Partners
North Carolina
$140K
JSAM
814
J. Safra Asset Management
New York
$138K
GWM
815
Grand Wealth Management
Michigan
$137K
TIM
816
Thompson Investment Management
Wisconsin
$137K
BW
817
Basepoint Wealth
Iowa
$136K
GI
818
GAMMA Investing
California
$130K
AWM
819
Angeles Wealth Management
California
$130K
DCM
820
Dorato Capital Management
Colorado
$127K
LI
821
LRI Investments
Florida
$123K
GBT
822
Grove Bank & Trust
Florida
$119K
SWIM
823
Smallwood Wealth Investment Management
New Jersey
$119K
NWM
824
Navigoe Wealth Management
California
$119K
JFG
825
JDM Financial Group
Texas
$119K