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iShares Russell 2000 Value ETF

1,013 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 125 funds opening new positions, 313 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: 313 | Existing positions reduced: 309

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

0.18% less ownership

Funds ownership: 74.34%74.16% (-0.18%)

Holders
1,013
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
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
GHA
1026
Granite Harbor Advisors
Texas
Fisher Asset Management
1027
Fisher Asset Management
Washington
TFO
1028
Tarbox Family Office
California
CIR
1029
Clear Investment Research
Georgia
LFA
1030
LGT Financial Advisors
Texas
SW
1031
Simplicity Wealth
New Jersey
MAM
1032
Marotta Asset Management
Virginia
HIP
1033
HUB Investment Partners
Texas
FWA
1034
FSC Wealth Advisors
New York
VAG
1035
VisionPoint Advisory Group
Texas
ACM
1036
Advance Capital Management
Michigan
EIA
1037
Edgemoor Investment Advisors
Maryland
AF
1038
Atala Financial
California
TC
1039
TownSquare Capital
Utah
IFWM
1040
Institute for Wealth Management
Colorado
HIMC
1041
Heritage Investors Management Corp
Maryland
BP
1042
Ballentine Partners
Massachusetts
LNB
1043
Ledyard National Bank
MW
1044
Members Wealth
Pennsylvania
KFP
1045
KMG Fiduciary Partners
Ohio
SMH
1046
Sanders Morris Harris
Texas
MFA
1047
McClarren Financial Advisors
Pennsylvania
HWA
1048
Heartwood Wealth Advisors
Virginia
GWSG
1049
GPS Wealth Strategies Group
Colorado
HFS
1050
Hopwood Financial Services
Virginia