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iShares Russell 2000 Value ETF

1,026 hedge funds and large institutions have $9.05B invested in iShares Russell 2000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 295 increasing their positions, 363 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $12.7M

17% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 70

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

1% less capital invested

Capital invested by funds: $9.14B → $9.05B (-$89.2M)

1% less funds holding

Funds holding: 1,0401,026 (-14)

2.23% less ownership

Funds ownership: 74.6%72.37% (-2.2%)

19% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 363

Holders
1,026
Holders Change
-14
Holders Change %
-1.35%
% of All Funds
12.64%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
82
Increased
295
Reduced
363
Closed
70
Calls
$16.6M
Puts
$12.7M
Net Calls
+$3.85M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.16B -$339M -1,753,511 -22%
Morgan Stanley
2
Morgan Stanley
New York
$827M +$17.5M +90,615 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$407M -$7.42M -38,323 -2%
TWIM
4
TIAA Wealth Investment Management
New York
$286M +$299M +1,545,718 New
DADC
5
D.A. Davidson & Co
Montana
$241M +$5.26M +27,187 +2%
TCIIS
6
TIAA-CREF Individual & Institutional Services
New York
$228M +$232M +1,200,694 New
VNIM
7
Vaughan Nelson Investment Management
Texas
$210M +$494K +2,550 +0.2%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$209M -$2.42M -12,477 -1%
LPL Financial
9
LPL Financial
California
$201M -$7.77M -40,159 -4%
M&T Bank
10
M&T Bank
New York
$193M -$235K -1,213 -0.1%
Wells Fargo
11
Wells Fargo
California
$166M -$27.1M -139,946 -14%
HSBC Holdings
12
HSBC Holdings
United Kingdom
$163M +$157M +813,425 +1,784%
UBS Group
13
UBS Group
Switzerland
$159M +$6.48M +33,477 +4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$150M +$177K +915 +0.1%
Goldman Sachs
15
Goldman Sachs
New York
$138M +$3M +15,489 +2%
Betterment LLC
16
Betterment LLC
New York
$128M -$4.52M -23,358 -3%
CCWM
17
Cassaday & Co Wealth Management
Virginia
$122M +$1.77M +9,139 +1%
Northern Trust
18
Northern Trust
Illinois
$115M -$3.38M -17,467 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$105M +$4M +20,655 +4%
JP Morgan Chase
20
JP Morgan Chase
New York
$85.8M +$4.82M +24,897 +6%
Raymond James Financial
21
Raymond James Financial
Florida
$84.9M +$1.8M +9,300 +2%
PLFA
22
Pacific Life Fund Advisors
California
$81.3M -$654K -3,378 -0.8%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$78.7M +$3.46M +17,894 +5%
BPWM
24
Badgley Phelps Wealth Managers
Washington
$74M +$694K +3,587 +0.9%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$64.3M -$329K -1,701 -0.5%