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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
BF
151
Brooklyn FI
New York
$5.83M
XF
152
XML Financial
Maryland
$5.83M
APP
153
Avantax Planning Partners
Iowa
$5.82M
MAM
154
McLean Asset Management
Virginia
$5.76M
TAM
155
Titleist Asset Management
Texas
$5.74M
IW
156
Instrumental Wealth
Florida
$5.61M
GT
157
Glenmede Trust
Pennsylvania
$5.6M
Lido Advisors
158
Lido Advisors
California
$5.56M
FTUS
159
Flow Traders U.S.
New York
$5.55M
BCM
160
Brookstone Capital Management
Illinois
$5.45M
MKW
161
Mullaney, Keating & Wright
Connecticut
$5.39M
MB
162
MidFirst Bank
Oklahoma
$5.31M
FSWA
163
Financial Synergies Wealth Advisors
Texas
$5.18M
WB
164
WesBanco Bank
West Virginia
$5.14M
I
165
InvesTrust
Oklahoma
$5.1M
BF
166
BOK Financial
Oklahoma
$5.07M
PSAMP
167
P. Schoenfeld Asset Management (PSAM)
New York
$4.98M
OFG
168
Oxford Financial Group
Indiana
$4.92M
SCP
169
Stevens Capital Partners
Nebraska
$4.83M
SWM
170
Sentinel Wealth Management
Virginia
$4.78M
TAM
171
Tocqueville Asset Management
New York
$4.77M
AssetMark Inc
172
AssetMark Inc
California
$4.74M
RWP
173
RWA Wealth Partners
Massachusetts
$4.68M
NFW
174
Noble Family Wealth
Florida
$4.66M
Cambridge Investment Research Advisors
175
Cambridge Investment Research Advisors
Iowa
$4.57M