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
SWA
876
SOA Wealth Advisors
New York
$72.7K
SA
877
Seneschal Advisors
Washington
$72.5K
DCU
878
Dara Capital US
Florida
$72.5K
FP
879
Financial Perspectives
Minnesota
$71.5K
PWMG
880
Private Wealth Management Group
New Jersey
$70.7K
GCM
881
Gunpowder Capital Management
Maryland
$70.1K
CB
882
Community Bank
New York
$69.6K
EB
883
Eastern Bank
Massachusetts
$68K
TCM
884
TD Capital Management
Tennessee
$66.3K
TCOT
885
Trust Company of Toledo
Ohio
$65.2K
CA
886
Crewe Advisors
Utah
$64K
CAL
887
Capital Advisors Ltd
Ohio
$63K
MAM
888
Marquette Asset Management
Minnesota
$62.9K
RBC
889
Roble Belko & Company
Pennsylvania
$62K
BA
890
Ballast Advisors
Minnesota
$61.2K
BSB
891
Bangor Savings Bank
Maine
$61.1K
IIM
892
IFC & Insurance Marketing
California
$61K
FHA
893
Flagship Harbor Advisors
Massachusetts
$59.8K
HA
894
Heartland Advisors
Wisconsin
$57.6K
HBW
895
Hazlett, Burt & Watson
West Virginia
$57K
CMA
896
Cedar Mountain Advisors
Oregon
$56.7K
PB
897
Pinnacle Bancorp
Nebraska
$56.5K
GSWM
898
Golden State Wealth Management
California
$55.9K
ICCON
899
Investment Counsel Company of Nevada
Nevada
$55.8K
AIP
900
Ameritas Investment Partners
Nebraska
$54.4K