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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
AWA
1026
Acumen Wealth Advisors
Tennessee
$2.54K
NRC
1027
New Republic Capital
North Carolina
$2.54K
CWP
1028
Concord Wealth Partners
Virginia
$2.06K
GAFA
1029
Garton & Associates Financial Advisors
Kentucky
$1.81K
SIS
1030
Sound Income Strategies
Florida
$1.55K
MCA
1031
Maryland Capital Advisors
Maryland
$1.27K
TBFA
1032
Three Bearings Fiduciary Advisors
New Hampshire
$776
BIA
1033
Bell Investment Advisors
California
$725
KG
1034
Kilter Group
New York
$725
NRG
1035
Nemes Rush Group
Michigan
$725
RG
1036
RHL Group
Michigan
$725
CFS
1037
Compass Financial Services
Iowa
$552
AWM
1038
Activest Wealth Management
Florida
$544
QWM
1039
Quaker Wealth Management
New Jersey
$182
MI
1040
Motiv8 Investments
Florida
$4
Kovitz Investment Group Partners
1041
Kovitz Investment Group Partners
Illinois
COI
1042
Connable Office Inc
Michigan
MPCL
1043
My Personal CFO LLC
Washington
EF
1044
Empowered Funds
Pennsylvania
TWP
1045
Total Wealth Planning
Ohio
FFL
1046
Future Fund LLC
Illinois
HCM
1047
Howland Capital Management
Massachusetts
BJL
1048
Brighton Jones LLC
Washington
ST
1049
Sageworth Trust
Pennsylvania
TSS
1050
Two Sigma Securities
New York