IWN icon

iShares Russell 2000 Value ETF

1,037 hedge funds and large institutions have $9.13B invested in iShares Russell 2000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 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: 321 | Existing positions reduced: 307

2% more capital invested

Capital invested by funds: $8.92B → $9.13B (+$212M)

0.21% more ownership

Funds ownership: 74.34%74.55% (+0.21%)

Holders
1,037
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
AEPWM
1001
Atlantic Edge Private Wealth Management
Florida
$7.61K
GGI
1002
Godsey & Gibb Inc
Virginia
$7.61K
KFP
1003
Kerr Financial Planning
California
$7.61K
1NWS
1004
1 North Wealth Services
Maryland
$7.25K
TLCM
1005
Twin Lakes Capital Management
California
$7.25K
SRCM
1006
Signature Resources Capital Management
California
$6.71K
FAI
1007
Fiduciary Advisors Inc
Missouri
$6.34K
JGIA
1008
Jackson Grant Investment Advisers
Connecticut
$6.15K
BIM
1009
Breakwater Investment Management
Washington
$5.62K
NWMP
1010
Noble Wealth Management PBC
Colorado
$5.44K
PPL
1011
Planning Project LLC
Texas
$5.09K
MWM
1012
Mascoma Wealth Management
New Hampshire
$5.07K
MWA
1013
Medallion Wealth Advisors
Connecticut
$4.89K
EPG
1014
Estate Planners Group
Pennsylvania
$4.73K
GPFA
1015
Game Plan Financial Advisors
Ohio
$4.53K
LAMC
1016
Longview Asset Management (California)
California
$3.99K
OP
1017
ORG Partners
Indiana
$3.92K
MA
1018
Modus Advisors
Minnesota
$3.62K
BCPWM
1019
Bradley & Co Private Wealth Management
Florida
$3.44K
HFS
1020
Hantz Financial Services
Michigan
$3K
MEG
1021
Millstone Evans Group
Colorado
$2.9K
BC
1022
Broadwater Capital
Massachusetts
$2.72K
VDBMI
1023
Van Den Berg Management I
Texas
$2.72K
AWA
1024
Acumen Wealth Advisors
Tennessee
$2.54K
NRC
1025
New Republic Capital
North Carolina
$2.54K