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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
VNT
301
Vanguard National Trust
Pennsylvania
$1.83M +$1.87M +9,677 New
Envestnet Portfolio Solutions
302
Envestnet Portfolio Solutions
Illinois
$1.81M -$753K -3,889 -29%
PAS
303
Park Avenue Securities
New York
$1.79M -$1.14M -5,898 -38%
SWP
304
Stratos Wealth Partners
Ohio
$1.79M -$44.1K -228 -2%
WDG
305
Wealth Dimensions Group
Ohio
$1.77M -$99.7K -515 -5%
LB
306
Legacy Bridge
Iowa
$1.77M
JCM
307
J2 Capital Management
Michigan
$1.74M +$1.77M +9,156 New
MCM
308
MV Capital Management
Maryland
$1.73M +$199K +1,027 +13%
First Manhattan
309
First Manhattan
New York
$1.71M -$246K -1,269 -12%
BAM
310
Berkshire Asset Management
Pennsylvania
$1.71M +$774 +4 +0%
SWM
311
SilverOak Wealth Management
Minnesota
$1.69M -$29.4K -152 -2%
GLLW
312
Graves Light Lenhart Wealth
Virginia
$1.69M -$8.52K -44 -0.5%
FCP
313
Fidelis Capital Partners
Florida
$1.67M -$39.9K -206 -2%
CWM
314
Cornerstone Wealth Management
Missouri
$1.66M +$72.8K +376 +4%
WPWM
315
Windward Private Wealth Management
Kansas
$1.66M -$60.8K -314 -3%
ALA
316
Atlas Legacy Advisors
California
$1.66M +$23K +119 +1%
OSAM
317
O'Shaughnessy Asset Management
Connecticut
$1.64M +$685K +3,537 +69%
UCFA
318
United Capital Financial Advisors
Texas
$1.64M -$87.7K -453 -5%
CAM
319
Cozad Asset Management
Illinois
$1.63M +$22.3K +115 +1%
RPGK
320
Retirement Planning Group (Kansas)
Kansas
$1.62M +$37.4K +193 +2%
RZH
321
Relyea Zuckerberg Hanson
Connecticut
$1.62M +$26.1K +135 +2%
SLT
322
St Louis Trust
Missouri
$1.61M
GVAG
323
Great Valley Advisor Group
Delaware
$1.61M +$17.4K +90 +1%
LGG
324
Luts & Greenleigh Group
Maryland
$1.61M +$41.2K +213 +3%
EAM
325
Eukles Asset Management
Ohio
$1.59M +$252K +1,304 +18%