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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
Fisher Asset Management
1051
Fisher Asset Management
Washington
TFO
1052
Tarbox Family Office
California
CIR
1053
Clear Investment Research
Georgia
LFA
1054
LGT Financial Advisors
Texas
SW
1055
Simplicity Wealth
New Jersey
MAM
1056
Marotta Asset Management
Virginia
HIP
1057
HUB Investment Partners
Texas
FWA
1058
FSC Wealth Advisors
New York
VAG
1059
VisionPoint Advisory Group
Texas
ACM
1060
Advance Capital Management
Michigan
EIA
1061
Edgemoor Investment Advisors
Maryland
AF
1062
Atala Financial
California
TC
1063
TownSquare Capital
Utah
IFWM
1064
Institute for Wealth Management
Colorado
HIMC
1065
Heritage Investors Management Corp
Maryland
BP
1066
Ballentine Partners
Massachusetts
LNB
1067
Ledyard National Bank
MW
1068
Members Wealth
Pennsylvania
KFP
1069
KMG Fiduciary Partners
Ohio
SMH
1070
Sanders Morris Harris
Texas
MFA
1071
McClarren Financial Advisors
Pennsylvania
HWA
1072
Heartwood Wealth Advisors
Virginia
PPA
1073
Painted Porch Advisors
California
GWSG
1074
GPS Wealth Strategies Group
Colorado
HFS
1075
Hopwood Financial Services
Virginia