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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
FGA
201
Fortis Group Advisors
New Jersey
$3.39M
SCM
202
Sterling Capital Management
North Carolina
$3.39M
BP
203
BBR Partners
New York
$3.34M
GS
204
GTS Securities
New York
$3.3M
GWM
205
Geneos Wealth Management
Colorado
$3.27M
BMWS
206
Brady Martz Wealth Solutions
North Dakota
$3.26M
OIA
207
OneDigital Investment Advisors
Kansas
$3.22M
IP
208
Investment Partners
Ohio
$3.2M
KPWS
209
Kestra Private Wealth Services
Texas
$3.19M
GIA
210
GHP Investment Advisors
Colorado
$3.16M
P
211
&Partners
Tennessee
$3.16M
CW
212
CreativeOne Wealth
Kansas
$3.1M
CA
213
Clearstead Advisors
Ohio
$3.04M
VWA
214
Visionary Wealth Advisors
Illinois
$3.01M
EWM
215
Empirical Wealth Management
Washington
$3.01M
Wealthfront Advisers
216
Wealthfront Advisers
California
$3M
Jane Street
217
Jane Street
New York
$2.98M
MT
218
Midwest Trust
Kansas
$2.93M
MCCA
219
Mill Creek Capital Advisors
Pennsylvania
$2.92M
CFO
220
Callan Family Office
Pennsylvania
$2.91M
FF
221
Finley Financial
Nevada
$2.82M
KF
222
Kelsey Financial
California
$2.79M
AMG
223
Asset Management Group
Connecticut
$2.79M
PAS
224
Park Avenue Securities
New York
$2.78M
ACA
225
Atlas Capital Advisors
Wyoming
$2.76M