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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
PPL
1001
Planning Project LLC
Texas
$5.09K
MWM
1002
Mascoma Wealth Management
New Hampshire
$5.07K
EPGL
1003
Estate Planners Group, LLC
Pennsylvania
$4.73K
GPFA
1004
Game Plan Financial Advisors
Ohio
$4.53K
LAMC
1005
Longview Asset Management (California)
California
$3.99K
OP
1006
ORG Partners
Indiana
$3.92K
MA
1007
Modus Advisors
Minnesota
$3.62K
BCPWM
1008
Bradley & Co Private Wealth Management
Florida
$3.44K
HFS
1009
Hantz Financial Services
Michigan
$3K
MEG
1010
Millstone Evans Group
Colorado
$2.9K
BC
1011
Broadwater Capital
Massachusetts
$2.72K
VDBMI
1012
Van Den Berg Management I
Texas
$2.72K
NRC
1013
New Republic Capital
North Carolina
$2.54K
AWA
1014
Acumen Wealth Advisors
Tennessee
$2.54K
CWP
1015
Concord Wealth Partners
Virginia
$2.06K
GAFA
1016
Garton & Associates Financial Advisors
Kentucky
$1.81K
SIS
1017
Sound Income Strategies
Florida
$1.55K
MCA
1018
Maryland Capital Advisors
Maryland
$1.27K
BIA
1019
Bell Investment Advisors
California
$725
NRG
1020
Nemes Rush Group
Michigan
$725
KG
1021
Kilter Group
New York
$725
RG
1022
RHL Group
Michigan
$725
CFS
1023
Compass Financial Services
Iowa
$552
AWM
1024
Activest Wealth Management
Florida
$544
QWM
1025
Quaker Wealth Management
New Jersey
$182