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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
GWM
826
Grand Wealth Management
Michigan
$137K
TIM
827
Thompson Investment Management
Wisconsin
$137K
BW
828
Basepoint Wealth
Iowa
$136K
GI
829
GAMMA Investing
California
$130K
AWM
830
Angeles Wealth Management
California
$130K
DCM
831
Dorato Capital Management
Colorado
$127K
LI
832
LRI Investments
Florida
$123K
GBT
833
Grove Bank & Trust
Florida
$119K
SWIM
834
Smallwood Wealth Investment Management
New Jersey
$119K
NWM
835
Navigoe Wealth Management
California
$119K
JFG
836
JDM Financial Group
Texas
$119K
WPA
837
West Paces Advisors
Georgia
$118K
FWA
838
Flagship Wealth Advisors
Massachusetts
$117K
CAM
839
Columbia Asset Management
Michigan
$117K
AC
840
AlphaCore Capital
California
$114K
CFD
841
Creative Financial Designs
Indiana
$114K
EWM
842
EPG Wealth Management
Georgia
$111K
BLC
843
Brown, Lisle/Cummings
Rhode Island
$110K
NL
844
NVWM LLC
Pennsylvania
$109K
CMP
845
Coston McIsaac & Partners
Maine
$108K
AFC
846
Ares Financial Consulting
California
$104K
CIAS
847
Capital Investment Advisory Services
North Carolina
$99.1K
CB
848
CNB Bank
Pennsylvania
$98.9K
TSMHT
849
Thurston Springer Miller Herd & Titak
Indiana
$98.2K
CBT
850
CoreFirst Bank & Trust
Kansas
$95.1K