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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
QCM
276
Quantinno Capital Management
New York
$2.08M +$758K +3,917 +56%
BTI
277
Blue Trust Inc
Georgia
$2.04M -$622K -3,212 -23%
HSA
278
HBK Sorce Advisory
Pennsylvania
$2.03M +$226K +1,169 +14%
IFA
279
Interactive Financial Advisors
Illinois
$2.03M -$73.4K -379 -3%
HI
280
Horizon Investments
North Carolina
$2.03M +$926K +4,783 +81%
FWP
281
Falcon Wealth Planning
California
$2.02M -$431K -2,224 -17%
WSFS
282
Wilmington Savings Fund Society
Delaware
$2.02M -$44.7K -231 -2%
JFG
283
JMG Financial Group
Illinois
$2.01M
MMHP
284
Murphy Middleton Hinkle & Parker
Georgia
$2M +$98.5K +509 +5%
SPIA
285
Steward Partners Investment Advisory
New York
$1.99M -$529K -2,734 -21%
Citigroup
286
Citigroup
New York
$1.98M -$234K -1,208 -10%
FCBT
287
First Citizens Bank & Trust
North Carolina
$1.97M -$77.2K -399 -4%
WAS
288
Wealth Advisory Solutions
Indiana
$1.97M +$77.4K +400 +4%
VIM
289
Villanova Investment Management
Pennsylvania
$1.96M +$2M +10,338 New
AC
290
Addison Capital
Pennsylvania
$1.96M +$2M +10,331 New
IAA
291
Independent Advisor Alliance
North Carolina
$1.93M +$1.5M +7,759 +319%
SIMC
292
Squire Investment Management Company
Utah
$1.92M +$255K +1,319 +15%
Toronto Dominion Bank
293
Toronto Dominion Bank
Ontario, Canada
$1.91M -$728K -3,761 -27%
QCG
294
Quadrant Capital Group
Ohio
$1.91M -$797K -4,116 -29%
NL
295
NWAM LLC
Washington
$1.9M
AUB
296
Atlantic Union Bankshares
Virginia
$1.9M -$5.23K -27 -0.3%
VF
297
Vawter Financial
Ohio
$1.9M -$196K -1,014 -9%
WAM
298
Weinberger Asset Management
California
$1.89M -$513K -2,648 -21%
SWM
299
Shakespeare Wealth Management
Wisconsin
$1.88M -$34.6K -179 -2%
LEA
300
Legacy Edge Advisors
New York
$1.87M -$5.23K -27 -0.3%