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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
SCM
201
Sterling Capital Management
North Carolina
$3.39M
BP
202
BBR Partners
New York
$3.34M
GS
203
GTS Securities
New York
$3.3M
GWM
204
Geneos Wealth Management
Colorado
$3.27M
BMWS
205
Brady Martz Wealth Solutions
North Dakota
$3.26M
OIA
206
OneDigital Investment Advisors
Kansas
$3.22M
IP
207
Investment Partners
Ohio
$3.2M
KPWS
208
Kestra Private Wealth Services
Texas
$3.19M
GIA
209
GHP Investment Advisors
Colorado
$3.16M
P
210
&Partners
Tennessee
$3.16M
CW
211
CreativeOne Wealth
Kansas
$3.1M
CA
212
Clearstead Advisors
Ohio
$3.04M
VWA
213
Visionary Wealth Advisors
Illinois
$3.01M
EWM
214
Empirical Wealth Management
Washington
$3.01M
Wealthfront Advisers
215
Wealthfront Advisers
California
$3M
Jane Street
216
Jane Street
New York
$2.98M
MT
217
Midwest Trust
Kansas
$2.93M
MCCA
218
Mill Creek Capital Advisors
Pennsylvania
$2.92M
CFO
219
Callan Family Office
Pennsylvania
$2.91M
FF
220
Finley Financial
Nevada
$2.82M
KF
221
Kelsey Financial
California
$2.79M
AMG
222
Asset Management Group
Connecticut
$2.79M
PAS
223
Park Avenue Securities
New York
$2.78M
ACA
224
Atlas Capital Advisors
Wyoming
$2.76M
TW
225
ticino wealth
California
$2.75M