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iShares Russell 2000 Value ETF

1,040 hedge funds and large institutions have $9.14B invested in iShares Russell 2000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 322 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: 322 | Existing positions reduced: 307

2% more capital invested

Capital invested by funds: $8.92B → $9.14B (+$213M)

0.21% more ownership

Funds ownership: 74.39%74.6% (+0.21%)

Holders
1,040
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
FDCDDQ
801
Federation des caisses Desjardins du Quebec
Quebec, Canada
$204K
SFS
802
Sowell Financial Services
Arkansas
$203K
CPW
803
Cove Private Wealth
New York
$201K
Bank of Nova Scotia
804
Bank of Nova Scotia
Ontario, Canada
$201K
FFO
805
Fortitude Family Office
Arizona
$200K
HPC
806
HM Payson & Co
Maine
$199K
Lazard Asset Management
807
Lazard Asset Management
New York
$199K
EWA
808
EverSource Wealth Advisors
Alabama
$198K
CF
809
Centaurus Financial
California
$192K
CTWM
810
Cherry Tree Wealth Management
Minnesota
$189K
RIL
811
Rothschild Investment LLC
Illinois
$188K
IAIM
812
International Assets Investment Management
Florida
$186K
WETS
813
Wealth Enhancement Trust Services
South Dakota
$179K
CPG
814
Cornerstone Planning Group
New Jersey
$178K
VCM
815
Versant Capital Management
Arizona
$178K
CWM
816
Copia Wealth Management
Oregon
$176K
CT
817
Clearstead Trust
Maine
$171K
WIM
818
Westside Investment Management
California
$170K
CSB
819
City State Bank
Iowa
$170K
RP
820
Rice Partnership
Hawaii
$170K
SMA
821
Sage Mountain Advisors
Georgia
$168K
WTA
822
Washington Trust Advisors
Massachusetts
$168K
Mirae Asset Global Investments
823
Mirae Asset Global Investments
South Korea
$163K
WA
824
Walsh & Associates
Florida
$162K
AA
825
Addison Advisors
Vermont
$159K