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