IWN icon

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
MCM
851
Manchester Capital Management
Vermont
$94.8K
SFFS
852
Stonehage Fleming Financial Services
Jersey
$88.6K
3IP
853
3Chopt Investment Partners
Virginia
$87.9K
BL
854
Balentine LLC
Georgia
$87K
WAG
855
Windsor Advisory Group
Ohio
$85.9K
FUBT
856
First United Bank & Trust
Maryland
$81.5K
AP
857
Atwood & Palmer
Missouri
$79.6K
CJ
858
Caitlin John
Michigan
$79.2K
RWA
859
Redmont Wealth Advisors
Illinois
$78K
BFPW
860
BOK Financial Private Wealth
Colorado
$76.6K
S
861
SignatureFD
Georgia
$75.7K
MG
862
MilWealth Group
Wisconsin
$75.6K
FFA
863
Frazier Financial Advisors
Ohio
$74.8K
SWM
864
SHP Wealth Management
Massachusetts
$73.4K
SWA
865
SOA Wealth Advisors
New York
$72.7K
SA
866
Seneschal Advisors
Washington
$72.5K
DCU
867
Dara Capital US
Florida
$72.5K
FP
868
Financial Perspectives
Minnesota
$71.5K
PWMG
869
Private Wealth Management Group
New Jersey
$70.7K
GCM
870
Gunpowder Capital Management
Maryland
$70.1K
CB
871
Community Bank
New York
$69.6K
EB
872
Eastern Bank
Massachusetts
$68K
TCM
873
TD Capital Management
Tennessee
$66.3K
TCOT
874
Trust Company of Toledo
Ohio
$65.2K
CA
875
Crewe Advisors
Utah
$64K