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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
PP
351
PDS Planning
Ohio
$1.33M +$104K +536 +8%
EWA
352
Exencial Wealth Advisors
Oklahoma
$1.32M -$100K -517 -7%
EARNEST Partners
353
EARNEST Partners
Georgia
$1.31M -$7.28M -37,617 -84%
ATPW
354
Ashton Thomas Private Wealth
Arizona
$1.3M +$5.03K +26 +0.4%
VA
355
VestGen Advisors
Illinois
$1.29M -$54.2K -280 -4%
LTL
356
Lowery Thomas LLC
California
$1.28M -$16.1K -83 -1%
GA
357
Greenspring Advisors
Maryland
$1.28M +$581 +3 +0%
ACM
358
Ategra Capital Management
Virginia
$1.27M
Millennium Management
359
Millennium Management
New York
$1.25M +$514K +2,654 +67%
LI
360
LMCG Investments
Massachusetts
$1.24M -$6.78K -35 -0.5%
OCA
361
OpenArc Corporate Advisory
Georgia
$1.23M +$37K +191 +3%
PWAM
362
Private Wealth Asset Management
Iowa
$1.23M +$62.3K +322 +5%
VFA
363
Valeo Financial Advisors
Indiana
$1.22M +$56.5K +292 +5%
ACA
364
Aptus Capital Advisors
Alabama
$1.22M +$194 +1 +0%
PWP
365
Perfromance Wealth Partners
Illinois
$1.22M -$88.8K -459 -7%
FFS
366
Founders Financial Securities
Maryland
$1.21M -$102K -529 -8%
AWA
367
Aletheian Wealth Advisors
Washington
$1.21M +$1.23M +6,366 New
FTWA
368
Fifth Third Wealth Advisors
Ohio
$1.21M -$245K -1,264 -17%
FGG
369
Financial Guidance Group
Florida
$1.18M
I2I
370
Insight 2811 Inc
Illinois
$1.18M +$8.13K +42 +0.7%
PSP
371
Principal Street Partners
Tennessee
$1.18M +$3.29K +17 +0.3%
UB
372
UMB Bank
Missouri
$1.17M -$95.8K -495 -7%
GFWA
373
Grey Fox Wealth Advisors
Delaware
$1.15M +$52.1K +269 +5%
EAM
374
Evanson Asset Management
California
$1.15M -$70.5K -364 -6%
HWM
375
HighMark Wealth Management
Minnesota
$1.14M -$387 -2 -0%