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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 81 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

16% more first-time investments, than exits

New positions opened: 81 | 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)

2% less funds holding

Funds holding: 1,0421,026 (-16)

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
-16
Holders Change %
-1.54%
% 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
81
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
AFA
326
American Financial Advisors
Georgia
$1.59M -$2.32K -12 -0.1%
SCM
327
Stordahl Capital Management
Colorado
$1.56M -$40.3K -208 -2%
MWM
328
Modern Wealth Management
Kansas
$1.55M -$304K -1,573 -16%
6F
329
626 Financial
Michigan
$1.54M +$1.94K +10 +0.1%
HCA
330
Harbour Capital Advisors
Virginia
$1.51M -$14.5K -75 -1%
RCAG
331
Rehmann Capital Advisory Group
Michigan
$1.49M +$563K +2,906 +59%
MWM
332
Meridian Wealth Management
Kentucky
$1.49M -$162K -836 -10%
AFG
333
Altiora Financial Group
Ohio
$1.48M
LBC
334
Lowe Brockenbrough & Co
Virginia
$1.48M -$208K -1,077 -12%
ATC
335
Argent Trust Co
Tennessee
$1.48M -$10.6K -55 -0.7%
VC
336
Veery Capital
Delaware
$1.47M +$1.94K +10 +0.1%
HCA
337
Harbor Capital Advisors
Illinois
$1.46M +$863K +4,459 +138%
PFC
338
Phocas Financial Corp
California
$1.45M +$1.48M +7,652 New
FFC
339
Frederick Financial Consultants
Maryland
$1.45M -$13.9K -72 -0.9%
YIH
340
Y-Intercept (HK)
Hong Kong
$1.44M +$1.08M +5,576 +276%
SFM
341
Systematic Financial Management
New Jersey
$1.44M -$689K -3,557 -32%
BMCM
342
Bryn Mawr Capital Management
Pennsylvania
$1.41M -$29.6K -153 -2%
RA
343
Rodgers & Associates
Pennsylvania
$1.4M -$43.9K -227 -3%
SAM
344
Smartleaf Asset Management
Massachusetts
$1.4M +$357K +1,843 +32%
MFC
345
Morris Financial Concepts
South Carolina
$1.38M -$28.1K -145 -2%
WAP
346
Wealthcare Advisory Partners
Pennsylvania
$1.38M -$1.01M -5,208 -42%
CWA
347
Cornerstone Wealth Advisors
Minnesota
$1.38M -$114K -588 -7%
PAI
348
Pittenger & Anderson Inc
Nebraska
$1.35M
PFWA
349
Paces Ferry Wealth Advisors
Georgia
$1.34M +$194 +1 +0%
HCA
350
Heck Capital Advisors
Wisconsin
$1.34M +$662K +3,418 +93%