IWN icon

iShares Russell 2000 Value ETF

1,009 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 124 funds opening new positions, 312 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: 312 | Existing positions reduced: 309

0.22% less ownership

Funds ownership: 74.34%74.12% (-0.22%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

Holders
1,009
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
LFA
1026
LGT Financial Advisors
Texas
SW
1027
Simplicity Wealth
New Jersey
MAM
1028
Marotta Asset Management
Virginia
HIP
1029
HUB Investment Partners
Texas
FWA
1030
FSC Wealth Advisors
New York
VAG
1031
VisionPoint Advisory Group
Texas
ACM
1032
Advance Capital Management
Michigan
EIA
1033
Edgemoor Investment Advisors
Maryland
AF
1034
Atala Financial
California
TC
1035
TownSquare Capital
Utah
IFWM
1036
Institute for Wealth Management
Colorado
HIMC
1037
Heritage Investors Management Corp
Maryland
BP
1038
Ballentine Partners
Massachusetts
LNB
1039
Ledyard National Bank
MW
1040
Members Wealth
Pennsylvania
KFP
1041
KMG Fiduciary Partners
Ohio
SMH
1042
Sanders Morris Harris
Texas
MFA
1043
McClarren Financial Advisors
Pennsylvania
HWA
1044
Heartwood Wealth Advisors
Virginia
GWSG
1045
GPS Wealth Strategies Group
Colorado
HFS
1046
Hopwood Financial Services
Virginia
TIM
1047
Tortoise Investment Management
New York
Loomis, Sayles & Company
1048
Loomis, Sayles & Company
Massachusetts
FFWM
1049
Future Financial Wealth Management
Ohio
CCM
1050
Cloud Capital Management
Washington