IWN icon

iShares Russell 2000 Value ETF

1,009 hedge funds and large institutions have $9.08B invested in iShares Russell 2000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 312 increasing their positions, 309 reducing their positions, and 51 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 capital invested

Capital invested by funds: $ → $

1% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 309

0.22% less ownership

Funds ownership: 74.34%74.12% (-0.22%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

Holders
1,009
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
SIS
1001
Sound Income Strategies
Florida
$1.55K
MCA
1002
Maryland Capital Advisors
Maryland
$1.27K
KG
1003
Kilter Group
New York
$725
BIA
1004
Bell Investment Advisors
California
$725
NRG
1005
Nemes Rush Group
Michigan
$725
RG
1006
RHL Group
Michigan
$725
AWM
1007
Activest Wealth Management
Florida
$544
QWM
1008
Quaker Wealth Management
New Jersey
$182
MI
1009
Motiv8 Investments
Florida
$4
Kovitz Investment Group Partners
1010
Kovitz Investment Group Partners
Illinois
COI
1011
Connable Office Inc
Michigan
MPCL
1012
My Personal CFO LLC
Washington
EF
1013
Empowered Funds
Pennsylvania
TWP
1014
Total Wealth Planning
Ohio
FFL
1015
Future Fund LLC
Illinois
HCM
1016
Howland Capital Management
Massachusetts
BJL
1017
Brighton Jones LLC
Washington
ST
1018
Sageworth Trust
Pennsylvania
TSS
1019
Two Sigma Securities
New York
AT
1020
American Trust
Kentucky
QT
1021
Quantbot Technologies
New York
GHA
1022
Granite Harbor Advisors
Texas
Fisher Asset Management
1023
Fisher Asset Management
Washington
TFO
1024
Tarbox Family Office
California
CIR
1025
Clear Investment Research
Georgia