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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
MI
1026
Motiv8 Investments
Florida
$4
Kovitz Investment Group Partners
1027
Kovitz Investment Group Partners
Illinois
COI
1028
Connable Office Inc
Michigan
MPCL
1029
My Personal CFO LLC
Washington
EF
1030
Empowered Funds
Pennsylvania
TWP
1031
Total Wealth Planning
Ohio
FFL
1032
Future Fund LLC
Illinois
HCM
1033
Howland Capital Management
Massachusetts
BJL
1034
Brighton Jones LLC
Washington
ST
1035
Sageworth Trust
Pennsylvania
TSS
1036
Two Sigma Securities
New York
AT
1037
American Trust
Kentucky
QT
1038
Quantbot Technologies
New York
GHA
1039
Granite Harbor Advisors
Texas
TFO
1040
Tarbox Family Office
California
Fisher Asset Management
1041
Fisher Asset Management
Washington
CIR
1042
Clear Investment Research
Georgia
LFA
1043
LGT Financial Advisors
Texas
SW
1044
Simplicity Wealth
New Jersey
MAM
1045
Marotta Asset Management
Virginia
HIP
1046
HUB Investment Partners
Texas
FWA
1047
FSC Wealth Advisors
New York
VAG
1048
VisionPoint Advisory Group
Texas
ACM
1049
Advance Capital Management
Michigan
EIA
1050
Edgemoor Investment Advisors
Maryland