We are live on ! Find out more
IWN icon

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
SG Americas Securities
826
SG Americas Securities
New York
$158K
TWM
827
Topsail Wealth Management
North Carolina
$149K
PS
828
Pinney & Scofield
Massachusetts
$147K
FDCP
829
Foster Dykema Cabot & Partners
Massachusetts
$146K
SC
830
SouthState Corp
Florida
$144K
RTL
831
Red Tortoise LLC
Georgia
$143K
GKIM
832
GW&K Investment Management
Massachusetts
$143K
M
833
MOTCO
Texas
$142K
WP
834
WealthShield Partners
North Carolina
$140K
JSAM
835
J. Safra Asset Management
New York
$138K
GWM
836
Grand Wealth Management
Michigan
$137K
TIM
837
Thompson Investment Management
Wisconsin
$137K
BW
838
Basepoint Wealth
Iowa
$136K
GI
839
GAMMA Investing
California
$130K
AWM
840
Angeles Wealth Management
California
$130K
DCM
841
Dorato Capital Management
Colorado
$127K
LI
842
LRI Investments
Florida
$123K
GBT
843
Grove Bank & Trust
Florida
$119K
SWIM
844
Smallwood Wealth Investment Management
New Jersey
$119K
NWM
845
Navigoe Wealth Management
California
$119K
JFG
846
JDM Financial Group
Texas
$119K
WPA
847
West Paces Advisors
Georgia
$118K
FWA
848
Flagship Wealth Advisors
Massachusetts
$117K
CAM
849
Columbia Asset Management
Michigan
$117K
AC
850
AlphaCore Capital
California
$114K