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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
VNT
301
Vanguard National Trust
Pennsylvania
$1.83M
Envestnet Portfolio Solutions
302
Envestnet Portfolio Solutions
Illinois
$1.81M
PAS
303
Park Avenue Securities
New York
$1.79M
SWP
304
Stratos Wealth Partners
Ohio
$1.79M
WDG
305
Wealth Dimensions Group
Ohio
$1.77M
LB
306
Legacy Bridge
Iowa
$1.77M
JCM
307
J2 Capital Management
Michigan
$1.74M
MCM
308
MV Capital Management
Maryland
$1.73M
First Manhattan
309
First Manhattan
New York
$1.71M
BAM
310
Berkshire Asset Management
Pennsylvania
$1.71M
SWM
311
SilverOak Wealth Management
Minnesota
$1.69M
GLLW
312
Graves Light Lenhart Wealth
Virginia
$1.69M
FCP
313
Fidelis Capital Partners
Florida
$1.67M
CWM
314
Cornerstone Wealth Management
Missouri
$1.66M
WPWM
315
Windward Private Wealth Management
Kansas
$1.66M
ALA
316
Atlas Legacy Advisors
California
$1.66M
OSAM
317
O'Shaughnessy Asset Management
Connecticut
$1.64M
UCFA
318
United Capital Financial Advisors
Texas
$1.64M
CAM
319
Cozad Asset Management
Illinois
$1.63M
RPGK
320
Retirement Planning Group (Kansas)
Kansas
$1.62M
RZH
321
Relyea Zuckerberg Hanson
Connecticut
$1.62M
SLT
322
St Louis Trust
Missouri
$1.61M
GVAG
323
Great Valley Advisor Group
Delaware
$1.61M
LGG
324
Luts & Greenleigh Group
Maryland
$1.61M
EAM
325
Eukles Asset Management
Ohio
$1.59M