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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
FB
376
First Bancorp
Maine
$1.14M
OC
377
Oppenheimer & Co
New York
$1.12M +$91.2K +471 +9%
LWCFA
378
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.12M
JIR
379
James Investment Research
Ohio
$1.11M -$6.97K -36 -0.6%
DI
380
Disciplined Investments
Oklahoma
$1.11M +$106K +550 +10%
CGA
381
Crescent Grove Advisors
Illinois
$1.11M
Charles Schwab
382
Charles Schwab
California
$1.1M -$125M -645,530 -99%
BBPWM
383
Blue Bell Private Wealth Management
Pennsylvania
$1.1M -$38.7K -200 -3%
IA
384
IFP Advisors
Florida
$1.09M -$691K -3,568 -38%
HCMT
385
Highland Capital Management (Tennessee)
Tennessee
$1.08M -$24.2K -125 -2%
NW
386
NewEdge Wealth
Pennsylvania
$1.08M -$970K -5,013 -47%
MPWT
387
MassMutual Private Wealth & Trust
Connecticut
$1.08M +$30.6K +158 +3%
PFP
388
Paragon Financial Partners
California
$1.07M -$12K -62 -1%
ACA
389
Anchor Capital Advisors
Massachusetts
$1.07M -$217K -1,121 -17%
CIC
390
Carnegie Investment Counsel
Ohio
$1.06M +$133K +688 +14%
ASBI
391
American State Bank (Iowa)
Iowa
$1.05M +$14.9K +77 +1%
ACA
392
Affinity Capital Advisors
California
$1.04M
AC
393
Apella Capital
Connecticut
$1.03M +$195K +1,009 +25%
IAN
394
Integrated Advisors Network
Texas
$1.03M -$24.6K -127 -2%
MCC
395
Money Concepts Capital
Florida
$1.02M +$1.04M +5,379 New
CWMP
396
Clarion Wealth Managment Partners
Virginia
$1M -$45.3K -234 -4%
NSIM
397
North Star Investment Management
Illinois
$1,000K +$194 +1 +0%
COFSG
398
Carbahal Olsen Financial Services Group
California
$996K +$37.7K +195 +4%
NP
399
NorthRock Partners
Minnesota
$993K +$40.3K +208 +4%
BFC
400
Bedel Financial Consulting
Indiana
$988K +$61K +315 +6%