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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: 1,0411,026 (-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
CCA
251
Checchi Capital Advisers
California
$2.51M +$438K +2,262 +21%
GC
252
Grimes & Company
Massachusetts
$2.5M -$232K -1,201 -8%
LWP
253
LMG Wealth Partners
Louisiana
$2.5M
P
254
&Partners
Tennessee
$2.48M -$880K -4,546 -26%
BIA
255
BHK Investment Advisors
Alabama
$2.46M +$14.7K +76 +0.6%
WIM
256
WealthPlan Investment Management
Nebraska
$2.45M +$648K +3,349 +35%
VW
257
Vance Wealth
California
$2.43M -$77.4K -400 -3%
WTB
258
Washington Trust Bank
Washington
$2.42M -$3.1K -16 -0.1%
AFG
259
Allegheny Financial Group
Pennsylvania
$2.4M +$54.8K +283 +2%
FNBOO
260
First National Bank of Omaha
Nebraska
$2.39M -$67.8K -350 -3%
TWM
261
Tradition Wealth Management
Minnesota
$2.39M +$21.3K +110 +0.9%
PIM
262
Penobscot Investment Management
Massachusetts
$2.35M +$15.5K +80 +0.6%
FTS
263
Fifth Third Securities
Ohio
$2.34M -$46.1K -238 -2%
ACA
264
Atlas Capital Advisors
Wyoming
$2.34M -$557K -2,877 -19%
TW
265
Towerpoint Wealth
California
$2.31M +$194 +1 +0%
PA
266
Parallel Advisors
California
$2.29M +$49.2K +254 +2%
SW
267
SkyOak Wealth
Michigan
$2.29M +$9.29K +48 +0.4%
PLU
268
Performa Ltd (US)
South Carolina
$2.27M
RFC
269
Regions Financial Corp
Alabama
$2.26M -$114K -588 -5%
FMII
270
Farmers & Merchants Investments Inc
Nebraska
$2.25M
MLA
271
MB, Levis & Associates
Pennsylvania
$2.25M +$5.61K +29 +0.2%
FWP
272
FAS Wealth Partners
Kansas
$2.2M -$28.6K -148 -1%
SCA
273
Snowden Capital Advisors
New York
$2.2M -$69.1K -357 -3%
ML
274
McAdam LLC
Pennsylvania
$2.14M -$218K -1,124 -9%
PCM
275
Pointe Capital Management
Michigan
$2.12M +$35.2K +182 +2%