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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
CFD
851
Creative Financial Designs
Indiana
$114K
EWM
852
EPG Wealth Management
Georgia
$111K
BLC
853
Brown, Lisle/Cummings
Rhode Island
$110K
NL
854
NVWM LLC
Pennsylvania
$109K
CMP
855
Coston McIsaac & Partners
Maine
$108K
AFC
856
Ares Financial Consulting
California
$104K
CIAS
857
Capital Investment Advisory Services
North Carolina
$99.1K
CB
858
CNB Bank
Pennsylvania
$98.9K
TSMHT
859
Thurston Springer Miller Herd & Titak
Indiana
$98.2K
CBT
860
CoreFirst Bank & Trust
Kansas
$95.1K
MCM
861
Manchester Capital Management
Vermont
$94.8K
SFFS
862
Stonehage Fleming Financial Services
Jersey
$88.6K
3IP
863
3Chopt Investment Partners
Virginia
$87.9K
BL
864
Balentine LLC
Georgia
$87K
WAG
865
Windsor Advisory Group
Ohio
$85.9K
FUBT
866
First United Bank & Trust
Maryland
$81.5K
AP
867
Atwood & Palmer
Missouri
$79.6K
CJ
868
Caitlin John
Michigan
$79.2K
RWA
869
Redmont Wealth Advisors
Illinois
$78K
SWP
870
Strategic Wealth Partners
Ohio
$77.4K
BFPW
871
BOK Financial Private Wealth
Colorado
$76.6K
S
872
SignatureFD
Georgia
$75.7K
MG
873
MilWealth Group
Wisconsin
$75.6K
FFA
874
Frazier Financial Advisors
Ohio
$74.8K
SWM
875
SHP Wealth Management
Massachusetts
$73.4K