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iShares Russell 2000 Value ETF

1,024 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 134 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 (+$207M)

0.17% more ownership

Funds ownership: 74.32%74.49% (+0.17%)

Holders
1,024
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
MWM
1001
Mascoma Wealth Management
New Hampshire
$5.07K
GPFA
1002
Game Plan Financial Advisors
Ohio
$4.53K
LAMC
1003
Longview Asset Management (California)
California
$3.99K
OP
1004
ORG Partners
Indiana
$3.92K
MA
1005
Modus Advisors
Minnesota
$3.62K
BCPWM
1006
Bradley & Co Private Wealth Management
Florida
$3.44K
HFS
1007
Hantz Financial Services
Michigan
$3K
MEG
1008
Millstone Evans Group
Colorado
$2.9K
BC
1009
Broadwater Capital
Massachusetts
$2.72K
VDBMI
1010
Van Den Berg Management I
Texas
$2.72K
NRC
1011
New Republic Capital
North Carolina
$2.54K
AWA
1012
Acumen Wealth Advisors
Tennessee
$2.54K
CWP
1013
Concord Wealth Partners
Virginia
$2.06K
GAFA
1014
Garton & Associates Financial Advisors
Kentucky
$1.81K
SIS
1015
Sound Income Strategies
Florida
$1.55K
MCA
1016
Maryland Capital Advisors
Maryland
$1.27K
KG
1017
Kilter Group
New York
$725
NRG
1018
Nemes Rush Group
Michigan
$725
BIA
1019
Bell Investment Advisors
California
$725
RG
1020
RHL Group
Michigan
$725
CFS
1021
Compass Financial Services
Iowa
$552
AWM
1022
Activest Wealth Management
Florida
$544
QWM
1023
Quaker Wealth Management
New Jersey
$182
MI
1024
Motiv8 Investments
Florida
$4
Kovitz Investment Group Partners
1025
Kovitz Investment Group Partners
Illinois