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iShares Russell 2000 Value ETF

1,010 hedge funds and large institutions have $9.02B 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, 360 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: $ → $

2.42% less ownership

Funds ownership: 74.55%72.13% (-2.4%)

3% less funds holding

Funds holding: 1,0371,010 (-27)

19% less repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 360

Holders
1,010
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
MWM
326
Meridian Wealth Management
Kentucky
$1.49M
AFG
327
Altiora Financial Group
Ohio
$1.48M
LBC
328
Lowe Brockenbrough & Co
Virginia
$1.48M
ATC
329
Argent Trust Co
Tennessee
$1.48M
VC
330
Veery Capital
Delaware
$1.47M
HCA
331
Harbor Capital Advisors
Illinois
$1.46M
PFC
332
Phocas Financial Corp
California
$1.45M
FFC
333
Frederick Financial Consultants
Maryland
$1.45M
YIH
334
Y-Intercept (HK)
Hong Kong
$1.44M
SFM
335
Systematic Financial Management
New Jersey
$1.44M
BMCM
336
Bryn Mawr Capital Management
Pennsylvania
$1.41M
RA
337
Rodgers & Associates
Pennsylvania
$1.4M
SAM
338
Smartleaf Asset Management
Massachusetts
$1.4M
MFC
339
Morris Financial Concepts
South Carolina
$1.38M
WAP
340
Wealthcare Advisory Partners
Pennsylvania
$1.38M
CWA
341
Cornerstone Wealth Advisors
Minnesota
$1.38M
PAI
342
Pittenger & Anderson Inc
Nebraska
$1.35M
PFWA
343
Paces Ferry Wealth Advisors
Georgia
$1.34M
HCA
344
Heck Capital Advisors
Wisconsin
$1.34M
PP
345
PDS Planning
Ohio
$1.33M
EWA
346
Exencial Wealth Advisors
Oklahoma
$1.32M
EARNEST Partners
347
EARNEST Partners
Georgia
$1.31M
ATPW
348
Ashton Thomas Private Wealth
Arizona
$1.3M
VA
349
VestGen Advisors
Illinois
$1.29M
LTL
350
Lowery Thomas LLC
California
$1.28M