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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
CPW
801
Cove Private Wealth
New York
$201K
Bank of Nova Scotia
802
Bank of Nova Scotia
Ontario, Canada
$201K
FFO
803
Fortitude Family Office
Arizona
$200K
HPC
804
HM Payson & Co
Maine
$199K
Lazard Asset Management
805
Lazard Asset Management
New York
$199K
EWA
806
EverSource Wealth Advisors
Alabama
$198K
CF
807
Centaurus Financial
California
$192K
CTWM
808
Cherry Tree Wealth Management
Minnesota
$189K
RIL
809
Rothschild Investment LLC
Illinois
$188K
IAIM
810
International Assets Investment Management
Florida
$186K
WETS
811
Wealth Enhancement Trust Services
South Dakota
$179K
CPG
812
Cornerstone Planning Group
New Jersey
$178K
VCM
813
Versant Capital Management
Arizona
$178K
CWM
814
Copia Wealth Management
Oregon
$176K
CT
815
Clearstead Trust
Maine
$171K
WIM
816
Westside Investment Management
California
$170K
CSB
817
City State Bank
Iowa
$170K
RP
818
Rice Partnership
Hawaii
$170K
SMA
819
Sage Mountain Advisors
Georgia
$168K
WTA
820
Washington Trust Advisors
Massachusetts
$168K
Mirae Asset Global Investments
821
Mirae Asset Global Investments
South Korea
$163K
WA
822
Walsh & Associates
Florida
$162K
AA
823
Addison Advisors
Vermont
$159K
SG Americas Securities
824
SG Americas Securities
New York
$158K
TWM
825
Topsail Wealth Management
North Carolina
$149K