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iShares Russell 2000 Value ETF

1,025 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 81 funds opening new positions, 295 increasing their positions, 363 reducing their positions, and 70 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 in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 1,0401,025 (-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
1,025
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
$16.6M
Puts
$12.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
226
Huntington National Bank
Ohio
$3.01M
EWM
227
Empirical Wealth Management
Washington
$3M
FFA
228
First Foundation Advisors
California
$2.98M
SYBT
229
Stock Yards Bank & Trust
Kentucky
$2.97M
FF
230
Finley Financial
Nevada
$2.95M
AMG
231
Asset Management Group
Connecticut
$2.93M
ASN
232
Advisory Services Network
Georgia
$2.92M
BCWM
233
Bartlett & Co Wealth Management
Ohio
$2.92M
NSCM
234
New South Capital Management
Tennessee
$2.9M
Ohio Public Employees Retirement System (OPERS)
235
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.9M
AWM
236
AE Wealth Management
Kansas
$2.9M
WA
237
Wealth Architects
California
$2.82M
CA
238
Clearstead Advisors
Ohio
$2.82M
KF
239
Kelsey Financial
California
$2.79M
MFP
240
Meramec Financial Planners
Missouri
$2.75M
SFA
241
Sequoia Financial Advisors
Ohio
$2.72M
KA
242
Klingman & Associates
New York
$2.71M
SMH
243
Sanders Morris Harris
Texas
$2.69M
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$2.68M
ACM
245
Alamar Capital Management
California
$2.64M
RC
246
Roundview Capital
New Jersey
$2.6M
SW
247
SVB Wealth
Massachusetts
$2.57M
BMWS
248
Brady Martz Wealth Solutions
North Dakota
$2.56M
HR
249
Hardy Reed
Mississippi
$2.52M
DWT
250
Dorsey & Whitney Trust
South Dakota
$2.52M