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iShares Russell 2000 Value ETF

1,009 hedge funds and large institutions have $9.01B invested in iShares Russell 2000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 290 increasing their positions, 359 reducing their positions, and 72 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: $ → $

2.47% less ownership

Funds ownership: 74.55%72.08% (-2.5%)

3% less funds holding

Funds holding: 1,0371,009 (-28)

19% less repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 359

Holders
1,009
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
$16.6M
Puts
$12.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AMG
226
Asset Management Group
Connecticut
$2.93M
ASN
227
Advisory Services Network
Georgia
$2.92M
BCWM
228
Bartlett & Co Wealth Management
Ohio
$2.92M
NSCM
229
New South Capital Management
Tennessee
$2.9M
Ohio Public Employees Retirement System (OPERS)
230
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.9M
AWM
231
AE Wealth Management
Kansas
$2.9M
WA
232
Wealth Architects
California
$2.82M
CA
233
Clearstead Advisors
Ohio
$2.82M
KF
234
Kelsey Financial
California
$2.79M
MFP
235
Meramec Financial Planners
Missouri
$2.75M
SFA
236
Sequoia Financial Advisors
Ohio
$2.72M
KA
237
Klingman & Associates
New York
$2.71M
SMH
238
Sanders Morris Harris
Texas
$2.69M
Janney Montgomery Scott
239
Janney Montgomery Scott
Pennsylvania
$2.68M
ACM
240
Alamar Capital Management
California
$2.64M
RC
241
Roundview Capital
New Jersey
$2.6M
SW
242
SVB Wealth
Massachusetts
$2.57M
BMWS
243
Brady Martz Wealth Solutions
North Dakota
$2.56M
HR
244
Hardy Reed
Mississippi
$2.52M
DWT
245
Dorsey & Whitney Trust
South Dakota
$2.52M
CCA
246
Checchi Capital Advisers
California
$2.51M
GC
247
Grimes & Company
Massachusetts
$2.5M
LWP
248
LMG Wealth Partners
Louisiana
$2.5M
P
249
&Partners
Tennessee
$2.48M
BIA
250
BHK Investment Advisors
Alabama
$2.46M