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iShares Russell 2000 Value ETF

1,037 hedge funds and large institutions have $9.13B invested in iShares Russell 2000 Value ETF in 2025 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 321 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: 321 | Existing positions reduced: 307

2% more capital invested

Capital invested by funds: $8.92B → $9.13B (+$212M)

0.21% more ownership

Funds ownership: 74.34%74.55% (+0.21%)

Holders
1,037
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
CWP
1026
Concord Wealth Partners
Virginia
$2.06K
GAFA
1027
Garton & Associates Financial Advisors
Kentucky
$1.81K
SIS
1028
Sound Income Strategies
Florida
$1.55K
MCA
1029
Maryland Capital Advisors
Maryland
$1.27K
BIA
1030
Bell Investment Advisors
California
$725
KG
1031
Kilter Group
New York
$725
NRG
1032
Nemes Rush Group
Michigan
$725
RG
1033
RHL Group
Michigan
$725
CFS
1034
Compass Financial Services
Iowa
$552
AWM
1035
Activest Wealth Management
Florida
$544
QWM
1036
Quaker Wealth Management
New Jersey
$182
MI
1037
Motiv8 Investments
Florida
$4
Kovitz Investment Group Partners
1038
Kovitz Investment Group Partners
Illinois
COI
1039
Connable Office Inc
Michigan
MPCL
1040
My Personal CFO LLC
Washington
EF
1041
Empowered Funds
Pennsylvania
TWP
1042
Total Wealth Planning
Ohio
FFL
1043
Future Fund LLC
Illinois
HCM
1044
Howland Capital Management
Massachusetts
BJL
1045
Brighton Jones LLC
Washington
ST
1046
Sageworth Trust
Pennsylvania
TSS
1047
Two Sigma Securities
New York
AT
1048
American Trust
Kentucky
QT
1049
Quantbot Technologies
New York
GHA
1050
Granite Harbor Advisors
Texas