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
BWL
976
Bogart Wealth LLC
Virginia
$10.3K
NG
977
NWK Group
California
$10.3K
RF
978
Rossby Financial
Florida
$10.3K
NL
979
NorthAvenue LLC
Ohio
$10.1K
OL
980
one8zero8 LLC
North Carolina
$9.97K
MSFP
981
Mark Sheptoff Financial Planning
Connecticut
$9.79K
FC
982
Financial Consulate
Maryland
$9.24K
EPAM
983
Evelyn Partners Asset Management
$9.06K
TPBG
984
Turning Point Benefit Group
Maryland
$8.88K
PSFG
985
Park Square Financial Group
Georgia
$8.87K
ME
986
McIlrath & Eck
Washington
$8.6K
RCM
987
Richardson Capital Management
Wisconsin
$8.15K
CRI
988
Commonwealth Retirement Investments
Virginia
$8.15K
HWP
989
Highline Wealth Partners
California
$8.01K
CFP
990
Comprehensive Financial Planning
Pennsylvania
$8K
AEPWM
991
Atlantic Edge Private Wealth Management
Florida
$7.61K
GGI
992
Godsey & Gibb Inc
Virginia
$7.61K
KFP
993
Kerr Financial Planning
California
$7.61K
TLCM
994
Twin Lakes Capital Management
California
$7.25K
1NWS
995
1 North Wealth Services
Maryland
$7.25K
SRCM
996
Signature Resources Capital Management
California
$6.71K
FAI
997
Fiduciary Advisors Inc
Missouri
$6.34K
JGIA
998
Jackson Grant Investment Advisers
Connecticut
$6.15K
BIM
999
Breakwater Investment Management
Washington
$5.62K
NWMP
1000
Noble Wealth Management PBC
Colorado
$5.44K