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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
LWMI
976
Legacy Wealth Management (Idaho)
Idaho
$12.9K
MBFW
977
Morton Brown Family Wealth
Pennsylvania
$12.7K
WWA
978
Wealth Watch Advisors
Colorado
$12.5K
PIP
979
Peachtree Investment Partners
Florida
$12.4K
CA
980
CoreCap Advisors
Michigan
$12.1K
SS
981
Sunbelt Securities
Texas
$12.1K
DF
982
Dunhill Financial
United Kingdom
$11.8K
FDW
983
Fourth Dimension Wealth
Ohio
$11.8K
VWM
984
Valley Wealth Managers
New Jersey
$11.4K
VR
985
Vision Retirement
New Jersey
$11.2K
FFA
986
Founders Financial Alliance
North Carolina
$10.9K
AG
987
AmeriFlex Group
Nevada
$10.5K
BWL
988
Bogart Wealth LLC
Virginia
$10.3K
NG
989
NWK Group
California
$10.3K
RF
990
Rossby Financial
Florida
$10.3K
NL
991
NorthAvenue LLC
Ohio
$10.1K
OL
992
one8zero8 LLC
North Carolina
$9.97K
MSFP
993
Mark Sheptoff Financial Planning
Connecticut
$9.79K
FC
994
Financial Consulate
Maryland
$9.24K
EPAM
995
Evelyn Partners Asset Management
$9.06K
TPBG
996
Turning Point Benefit Group
Maryland
$8.88K
PSFG
997
Park Square Financial Group
Georgia
$8.87K
ME
998
McIlrath & Eck
Washington
$8.6K
RCM
999
Richardson Capital Management
Wisconsin
$8.15K
CRI
1000
Commonwealth Retirement Investments
Virginia
$8.15K