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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
HIA
101
Harbor Investment Advisory
Maryland
$11M
FPAS
102
Focus Partners Advisor Solutions
Missouri
$10.8M
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$10.5M
EWA
104
EP Wealth Advisors
California
$10.5M
KeyBank National Association
105
KeyBank National Association
Ohio
$10.5M
LI
106
Leeward Investments
Massachusetts
$10.5M
MWM
107
Marion Wealth Management
Pennsylvania
$10.3M
SF
108
Summit Financial
New Jersey
$10.2M
RFA
109
RTD Financial Advisors
Pennsylvania
$10M
TWC
110
TD Waterhouse Canada
Ontario, Canada
$9.94M
TD Asset Management
111
TD Asset Management
Ontario, Canada
$9.93M
William Blair & Company
112
William Blair & Company
Illinois
$9.91M
FHC
113
First Horizon Corporation
Tennessee
$9.91M
KAS
114
Kestra Advisory Services
Texas
$9.82M
Franklin Resources
115
Franklin Resources
California
$9.82M
CG
116
Corundum Group
Colorado
$9.76M
CAM
117
Cresset Asset Management
Illinois
$9.7M
SI
118
Stephens Inc
Arkansas
$9.66M
SCM
119
Shapiro Capital Management
Georgia
$9.6M
CIBC Private Wealth Group
120
CIBC Private Wealth Group
Georgia
$9.51M
VCM
121
Viewpoint Capital Management
Washington
$8.62M
HWM
122
HB Wealth Management
Georgia
$8.52M
ACB
123
Aristotle Capital Boston
Massachusetts
$8.27M
PGFC
124
Peapack-Gladstone Financial Corp
New Jersey
$8.07M
EARNEST Partners
125
EARNEST Partners
Georgia
$8.07M