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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
WIM
251
WealthPlan Investment Management
Nebraska
$2.45M
VW
252
Vance Wealth
California
$2.43M
WTB
253
Washington Trust Bank
Washington
$2.42M
AFG
254
Allegheny Financial Group
Pennsylvania
$2.4M
FNBOO
255
First National Bank of Omaha
Nebraska
$2.39M
TWM
256
Tradition Wealth Management
Minnesota
$2.39M
PIM
257
Penobscot Investment Management
Massachusetts
$2.35M
FTS
258
Fifth Third Securities
Ohio
$2.34M
ACA
259
Atlas Capital Advisors
Wyoming
$2.34M
TW
260
Towerpoint Wealth
California
$2.31M
PA
261
Parallel Advisors
California
$2.29M
SW
262
SkyOak Wealth
Michigan
$2.29M
PLU
263
Performa Ltd (US)
South Carolina
$2.27M
RFC
264
Regions Financial Corp
Alabama
$2.26M
FMII
265
Farmers & Merchants Investments Inc
Nebraska
$2.25M
MLA
266
MB, Levis & Associates
Pennsylvania
$2.25M
SCA
267
Snowden Capital Advisors
New York
$2.2M
ML
268
McAdam LLC
Pennsylvania
$2.14M
PCM
269
Pointe Capital Management
Michigan
$2.12M
QCM
270
Quantinno Capital Management
New York
$2.08M
BTI
271
Blue Trust Inc
Georgia
$2.04M
HSA
272
HBK Sorce Advisory
Pennsylvania
$2.03M
IFA
273
Interactive Financial Advisors
Illinois
$2.03M
HI
274
Horizon Investments
North Carolina
$2.03M
FWP
275
Falcon Wealth Planning
California
$2.02M