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iShares Russell 2000 Value ETF

1,015 hedge funds and large institutions have $9.03B invested in iShares Russell 2000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 361 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% less funds holding

Funds holding: 1,0381,015 (-23)

2.35% less ownership

Funds ownership: 74.6%72.24% (-2.4%)

19% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 361

Holders
1,015
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
JIR
376
James Investment Research
Ohio
$1.11M
DI
377
Disciplined Investments
Oklahoma
$1.11M
CGA
378
Crescent Grove Advisors
Illinois
$1.11M
Charles Schwab
379
Charles Schwab
California
$1.1M
BBPWM
380
Blue Bell Private Wealth Management
Pennsylvania
$1.1M
IA
381
IFP Advisors
Florida
$1.09M
HCMT
382
Highland Capital Management (Tennessee)
Tennessee
$1.08M
NW
383
NewEdge Wealth
Pennsylvania
$1.08M
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
$1.08M
PFP
385
Paragon Financial Partners
California
$1.07M
ACA
386
Anchor Capital Advisors
Massachusetts
$1.07M
CIC
387
Carnegie Investment Counsel
Ohio
$1.06M
ASBI
388
American State Bank (Iowa)
Iowa
$1.05M
ACA
389
Affinity Capital Advisors
California
$1.04M
AC
390
Apella Capital
Connecticut
$1.03M
IAN
391
Integrated Advisors Network
Texas
$1.03M
MCC
392
Money Concepts Capital
Florida
$1.02M
CWMP
393
Clarion Wealth Managment Partners
Virginia
$1M
NSIM
394
North Star Investment Management
Illinois
$1,000K
COFSG
395
Carbahal Olsen Financial Services Group
California
$996K
NP
396
NorthRock Partners
Minnesota
$993K
BFC
397
Bedel Financial Consulting
Indiana
$988K
EGA
398
E&G Advisors
Texas
$985K
JFGIW
399
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$978K
MA
400
Mutual Advisors
Nebraska
$977K