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iShares Russell 2000 Value ETF

1,024 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 134 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 (+$207M)

0.17% more ownership

Funds ownership: 74.32%74.49% (+0.17%)

Holders
1,024
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
IFWM
1051
Institute for Wealth Management
Colorado
HIMC
1052
Heritage Investors Management Corp
Maryland
BP
1053
Ballentine Partners
Massachusetts
LNB
1054
Ledyard National Bank
MW
1055
Members Wealth
Pennsylvania
KFP
1056
KMG Fiduciary Partners
Ohio
SMH
1057
Sanders Morris Harris
Texas
MFA
1058
McClarren Financial Advisors
Pennsylvania
HWA
1059
Heartwood Wealth Advisors
Virginia
PPA
1060
Painted Porch Advisors
California
GWSG
1061
GPS Wealth Strategies Group
Colorado
HFS
1062
Hopwood Financial Services
Virginia
TIM
1063
Tortoise Investment Management
New York
Loomis, Sayles & Company
1064
Loomis, Sayles & Company
Massachusetts
FFWM
1065
Future Financial Wealth Management
Ohio
CCM
1066
Cloud Capital Management
Washington
TCM
1067
TruNorth Capital Management
Michigan
MMG
1068
Monetary Management Group
Missouri
MSG
1069
Main Street Group
Virginia
SIC
1070
Salem Investment Counselors
North Carolina
FCMT
1071
Founders Capital Management (Texas)
Texas
FLP
1072
Financial Life Planners
Arizona
FA
1073
Financial Avengers
California
GA
1074
GoalVest Advisory
New York
GTAM
1075
Global Trust Asset Management
Florida