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iShares Russell 2000 Value ETF

1,013 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 125 funds opening new positions, 313 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: 313 | Existing positions reduced: 309

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

0.18% less ownership

Funds ownership: 74.34%74.16% (-0.18%)

Holders
1,013
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
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
XF
151
XML Financial
Maryland
$5.83M
APP
152
Avantax Planning Partners
Iowa
$5.82M
MAM
153
McLean Asset Management
Virginia
$5.76M
TAM
154
Titleist Asset Management
Texas
$5.74M
IW
155
Instrumental Wealth
Florida
$5.61M
GT
156
Glenmede Trust
Pennsylvania
$5.6M
Lido Advisors
157
Lido Advisors
California
$5.56M
FTUS
158
Flow Traders U.S.
New York
$5.55M
BCM
159
Brookstone Capital Management
Illinois
$5.45M
MB
160
MidFirst Bank
Oklahoma
$5.31M
FSWA
161
Financial Synergies Wealth Advisors
Texas
$5.18M
WB
162
WesBanco Bank
West Virginia
$5.14M
I
163
InvesTrust
Oklahoma
$5.1M
BF
164
BOK Financial
Oklahoma
$5.07M
PSAMP
165
P. Schoenfeld Asset Management (PSAM)
New York
$4.98M
OFG
166
Oxford Financial Group
Indiana
$4.92M
SCP
167
Stevens Capital Partners
Nebraska
$4.83M
SWM
168
Sentinel Wealth Management
Virginia
$4.78M
TAM
169
Tocqueville Asset Management
New York
$4.77M
AssetMark Inc
170
AssetMark Inc
California
$4.74M
RWP
171
RWA Wealth Partners
Massachusetts
$4.68M
NFW
172
Noble Family Wealth
Florida
$4.66M
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
$4.57M
WIC
174
Whitegate Investment Counselors
New Hampshire
$4.45M
GRP
175
Global Retirement Partners
California
$4.39M