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iShares Russell 2000 Value ETF

1,009 hedge funds and large institutions have $9.01B invested in iShares Russell 2000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 290 increasing their positions, 359 reducing their positions, and 72 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: $ → $

2.47% less ownership

Funds ownership: 74.55%72.08% (-2.5%)

3% less funds holding

Funds holding: 1,0371,009 (-28)

19% less repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 359

Holders
1,009
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
JCM
301
J2 Capital Management
Michigan
$1.74M
MCM
302
MV Capital Management
Maryland
$1.73M
First Manhattan
303
First Manhattan
New York
$1.71M
BAM
304
Berkshire Asset Management
Pennsylvania
$1.71M
SWM
305
SilverOak Wealth Management
Minnesota
$1.69M
GLLW
306
Graves Light Lenhart Wealth
Virginia
$1.69M
FCP
307
Fidelis Capital Partners
Florida
$1.67M
CWM
308
Cornerstone Wealth Management
Missouri
$1.66M
WPWM
309
Windward Private Wealth Management
Kansas
$1.66M
ALA
310
Atlas Legacy Advisors
California
$1.66M
OSAM
311
O'Shaughnessy Asset Management
Connecticut
$1.64M
UCFA
312
United Capital Financial Advisors
Texas
$1.64M
RPGK
313
Retirement Planning Group (Kansas)
Kansas
$1.62M
RZH
314
Relyea Zuckerberg Hanson
Connecticut
$1.62M
SLT
315
St Louis Trust
Missouri
$1.61M
GVAG
316
Great Valley Advisor Group
Delaware
$1.61M
LGG
317
Luts & Greenleigh Group
Maryland
$1.61M
EAM
318
Eukles Asset Management
Ohio
$1.59M
AFA
319
American Financial Advisors
Georgia
$1.59M
SCM
320
Stordahl Capital Management
Colorado
$1.56M
MWM
321
Modern Wealth Management
Kansas
$1.55M
6F
322
626 Financial
Michigan
$1.54M
HCA
323
Harbour Capital Advisors
Virginia
$1.51M
RCAG
324
Rehmann Capital Advisory Group
Michigan
$1.49M
MWM
325
Meridian Wealth Management
Kentucky
$1.49M