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iShares Russell 2000 Value ETF

1,024 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 134 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 (+$207M)

0.17% more ownership

Funds ownership: 74.32%74.49% (+0.17%)

Holders
1,024
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
SFFS
851
Stonehage Fleming Financial Services
Jersey
$88.6K
3IP
852
3Chopt Investment Partners
Virginia
$87.9K
BL
853
Balentine LLC
Georgia
$87K
WAG
854
Windsor Advisory Group
Ohio
$85.9K
FUBT
855
First United Bank & Trust
Maryland
$81.5K
AP
856
Atwood & Palmer
Missouri
$79.6K
CJ
857
Caitlin John
Michigan
$79.2K
RWA
858
Redmont Wealth Advisors
Illinois
$78K
BFPW
859
BOK Financial Private Wealth
Colorado
$76.6K
S
860
SignatureFD
Georgia
$75.7K
MG
861
MilWealth Group
Wisconsin
$75.6K
FFA
862
Frazier Financial Advisors
Ohio
$74.8K
SWM
863
SHP Wealth Management
Massachusetts
$73.4K
SWA
864
SOA Wealth Advisors
New York
$72.7K
SA
865
Seneschal Advisors
Washington
$72.5K
DCU
866
Dara Capital US
Florida
$72.5K
FP
867
Financial Perspectives
Minnesota
$71.5K
PWMG
868
Private Wealth Management Group
New Jersey
$70.7K
GCM
869
Gunpowder Capital Management
Maryland
$70.1K
CB
870
Community Bank
New York
$69.6K
EB
871
Eastern Bank
Massachusetts
$68K
TCM
872
TD Capital Management
Tennessee
$66.3K
TCOT
873
Trust Company of Toledo
Ohio
$65.2K
CA
874
Crewe Advisors
Utah
$64K
CAL
875
Capital Advisors Ltd
Ohio
$63K