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iShares Russell 2000 Value ETF

1,015 hedge funds and large institutions have $9.03B invested in iShares Russell 2000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 361 reducing their positions, and 71 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% less funds holding

Funds holding: 1,0381,015 (-23)

2.35% less ownership

Funds ownership: 74.6%72.24% (-2.4%)

19% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 361

Holders
1,015
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
IFA
276
Interactive Financial Advisors
Illinois
$2.03M
HI
277
Horizon Investments
North Carolina
$2.03M
FWP
278
Falcon Wealth Planning
California
$2.02M
WSFS
279
Wilmington Savings Fund Society
Delaware
$2.02M
JFG
280
JMG Financial Group
Illinois
$2.01M
MMHP
281
Murphy Middleton Hinkle & Parker
Georgia
$2M
SPIA
282
Steward Partners Investment Advisory
New York
$1.99M
Citigroup
283
Citigroup
New York
$1.98M
FCBT
284
First Citizens Bank & Trust
North Carolina
$1.97M
WAS
285
Wealth Advisory Solutions
Indiana
$1.97M
VIM
286
Villanova Investment Management
Pennsylvania
$1.96M
AC
287
Addison Capital
Pennsylvania
$1.96M
IAA
288
Independent Advisor Alliance
North Carolina
$1.93M
SIMC
289
Squire Investment Management Company
Utah
$1.92M
Toronto Dominion Bank
290
Toronto Dominion Bank
Ontario, Canada
$1.91M
QCG
291
Quadrant Capital Group
Ohio
$1.91M
NL
292
NWAM LLC
Washington
$1.9M
AUB
293
Atlantic Union Bankshares
Virginia
$1.9M
VF
294
Vawter Financial
Ohio
$1.9M
WAM
295
Weinberger Asset Management
California
$1.89M
SWM
296
Shakespeare Wealth Management
Wisconsin
$1.88M
LEA
297
Legacy Edge Advisors
New York
$1.87M
VNT
298
Vanguard National Trust
Pennsylvania
$1.83M
Envestnet Portfolio Solutions
299
Envestnet Portfolio Solutions
Illinois
$1.81M
PAS
300
Park Avenue Securities
New York
$1.79M