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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
SWP
301
Stratos Wealth Partners
Ohio
$1.79M
WDG
302
Wealth Dimensions Group
Ohio
$1.77M
LB
303
Legacy Bridge
Iowa
$1.77M
JCM
304
J2 Capital Management
Michigan
$1.74M
MCM
305
MV Capital Management
Maryland
$1.73M
First Manhattan
306
First Manhattan
New York
$1.71M
BAM
307
Berkshire Asset Management
Pennsylvania
$1.71M
SWM
308
SilverOak Wealth Management
Minnesota
$1.69M
GLLW
309
Graves Light Lenhart Wealth
Virginia
$1.69M
FCP
310
Fidelis Capital Partners
Florida
$1.67M
CWM
311
Cornerstone Wealth Management
Missouri
$1.66M
WPWM
312
Windward Private Wealth Management
Kansas
$1.66M
ALA
313
Atlas Legacy Advisors
California
$1.66M
OSAM
314
O'Shaughnessy Asset Management
Connecticut
$1.64M
UCFA
315
United Capital Financial Advisors
Texas
$1.64M
CAM
316
Cozad Asset Management
Illinois
$1.63M
RPGK
317
Retirement Planning Group (Kansas)
Kansas
$1.62M
RZH
318
Relyea Zuckerberg Hanson
Connecticut
$1.62M
SLT
319
St Louis Trust
Missouri
$1.61M
GVAG
320
Great Valley Advisor Group
Delaware
$1.61M
LGG
321
Luts & Greenleigh Group
Maryland
$1.61M
EAM
322
Eukles Asset Management
Ohio
$1.59M
AFA
323
American Financial Advisors
Georgia
$1.59M
SCM
324
Stordahl Capital Management
Colorado
$1.56M
MWM
325
Modern Wealth Management
Kansas
$1.55M