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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
CCA
251
Checchi Capital Advisers
California
$2.51M
GC
252
Grimes & Company
Massachusetts
$2.5M
LWP
253
LMG Wealth Partners
Louisiana
$2.5M
P
254
&Partners
Tennessee
$2.48M
BIA
255
BHK Investment Advisors
Alabama
$2.46M
WIM
256
WealthPlan Investment Management
Nebraska
$2.45M
VW
257
Vance Wealth
California
$2.43M
WTB
258
Washington Trust Bank
Washington
$2.42M
AFG
259
Allegheny Financial Group
Pennsylvania
$2.4M
FNBOO
260
First National Bank of Omaha
Nebraska
$2.39M
TWM
261
Tradition Wealth Management
Minnesota
$2.39M
PIM
262
Penobscot Investment Management
Massachusetts
$2.35M
FTS
263
Fifth Third Securities
Ohio
$2.34M
ACA
264
Atlas Capital Advisors
Wyoming
$2.34M
TW
265
Towerpoint Wealth
California
$2.31M
PA
266
Parallel Advisors
California
$2.29M
SW
267
SkyOak Wealth
Michigan
$2.29M
PLU
268
Performa Ltd (US)
South Carolina
$2.27M
RFC
269
Regions Financial Corp
Alabama
$2.26M
FMII
270
Farmers & Merchants Investments Inc
Nebraska
$2.25M
MLA
271
MB, Levis & Associates
Pennsylvania
$2.25M
FWP
272
FAS Wealth Partners
Kansas
$2.2M
SCA
273
Snowden Capital Advisors
New York
$2.2M
ML
274
McAdam LLC
Pennsylvania
$2.14M
PCM
275
Pointe Capital Management
Michigan
$2.12M