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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
HWP
1001
Highline Wealth Partners
California
$8.01K
CFP
1002
Comprehensive Financial Planning
Pennsylvania
$8K
AEPWM
1003
Atlantic Edge Private Wealth Management
Florida
$7.61K
GGI
1004
Godsey & Gibb Inc
Virginia
$7.61K
KFP
1005
Kerr Financial Planning
California
$7.61K
1NWS
1006
1 North Wealth Services
Maryland
$7.25K
TLCM
1007
Twin Lakes Capital Management
California
$7.25K
SRCM
1008
Signature Resources Capital Management
California
$6.71K
FAI
1009
Fiduciary Advisors Inc
Missouri
$6.34K
JGIA
1010
Jackson Grant Investment Advisers
Connecticut
$6.15K
BIM
1011
Breakwater Investment Management
Washington
$5.62K
NWMP
1012
Noble Wealth Management PBC
Colorado
$5.44K
PPL
1013
Planning Project LLC
Texas
$5.09K
MWM
1014
Mascoma Wealth Management
New Hampshire
$5.07K
MWA
1015
Medallion Wealth Advisors
Connecticut
$4.89K
EPG
1016
Estate Planners Group
Pennsylvania
$4.73K
GPFA
1017
Game Plan Financial Advisors
Ohio
$4.53K
LAMC
1018
Longview Asset Management (California)
California
$3.99K
OP
1019
ORG Partners
Indiana
$3.92K
MA
1020
Modus Advisors
Minnesota
$3.62K
BCPWM
1021
Bradley & Co Private Wealth Management
Florida
$3.44K
HFS
1022
Hantz Financial Services
Michigan
$3K
MEG
1023
Millstone Evans Group
Colorado
$2.9K
BC
1024
Broadwater Capital
Massachusetts
$2.72K
VDBMI
1025
Van Den Berg Management I
Texas
$2.72K