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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
AF
1051
Atala Financial
California
TC
1052
TownSquare Capital
Utah
IFWM
1053
Institute for Wealth Management
Colorado
HIMC
1054
Heritage Investors Management Corp
Maryland
BP
1055
Ballentine Partners
Massachusetts
LNB
1056
Ledyard National Bank
MW
1057
Members Wealth
Pennsylvania
KFP
1058
KMG Fiduciary Partners
Ohio
SMH
1059
Sanders Morris Harris
Texas
MFA
1060
McClarren Financial Advisors
Pennsylvania
HWA
1061
Heartwood Wealth Advisors
Virginia
PPA
1062
Painted Porch Advisors
California
GWSG
1063
GPS Wealth Strategies Group
Colorado
HFS
1064
Hopwood Financial Services
Virginia
TIM
1065
Tortoise Investment Management
New York
Loomis, Sayles & Company
1066
Loomis, Sayles & Company
Massachusetts
FFWM
1067
Future Financial Wealth Management
Ohio
CCM
1068
Cloud Capital Management
Washington
TCM
1069
TruNorth Capital Management
Michigan
MMG
1070
Monetary Management Group
Missouri
MSG
1071
Main Street Group
Virginia
SIC
1072
Salem Investment Counselors
North Carolina
FLP
1073
Financial Life Planners
Arizona
FCMT
1074
Founders Capital Management (Texas)
Texas
FA
1075
Financial Avengers
California