We are live on ! Find out more
IWN icon

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: 1,0411,026 (-15)

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
-15
Holders Change %
-1.44%
% 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
HNB
226
Huntington National Bank
Ohio
$3.01M +$529K +2,732 New
EWM
227
Empirical Wealth Management
Washington
$3M -$149K -769 -5%
FFA
228
First Foundation Advisors
California
$2.98M +$239K +1,237 +9%
SYBT
229
Stock Yards Bank & Trust
Kentucky
$2.97M +$204K +1,055 +7%
FF
230
Finley Financial
Nevada
$2.95M
AMG
231
Asset Management Group
Connecticut
$2.93M +$7.55K +39 +0.3%
ASN
232
Advisory Services Network
Georgia
$2.92M +$784K +4,052 +36%
BCWM
233
Bartlett & Co Wealth Management
Ohio
$2.92M -$72K -372 -3%
NSCM
234
New South Capital Management
Tennessee
$2.9M +$1.05M +5,425 +55%
Ohio Public Employees Retirement System (OPERS)
235
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.9M +$1.76M +9,095 +146%
AWM
236
AE Wealth Management
Kansas
$2.9M +$501K +2,588 +20%
WA
237
Wealth Architects
California
$2.82M
CA
238
Clearstead Advisors
Ohio
$2.82M -$376K -1,944 -12%
KF
239
Kelsey Financial
California
$2.79M -$132K -682 -4%
MFP
240
Meramec Financial Planners
Missouri
$2.75M -$59.6K -308 -2%
SFA
241
Sequoia Financial Advisors
Ohio
$2.72M +$89.2K +461 +3%
KA
242
Klingman & Associates
New York
$2.71M
SMH
243
Sanders Morris Harris
Texas
$2.69M +$2.75M +14,200 New
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$2.68M +$73.4K +379 +3%
ACM
245
Alamar Capital Management
California
$2.64M -$220K -1,135 -8%
RC
246
Roundview Capital
New Jersey
$2.6M -$45.9K -237 -2%
SW
247
SVB Wealth
Massachusetts
$2.57M -$217K -1,120 -8%
BMWS
248
Brady Martz Wealth Solutions
North Dakota
$2.56M -$866K -4,475 -25%
HR
249
Hardy Reed
Mississippi
$2.52M
DWT
250
Dorsey & Whitney Trust
South Dakota
$2.52M