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iShares Russell 2000 Value ETF

1,025 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

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: $ → $

1% less funds holding

Funds holding: 1,0401,025 (-15)

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
1,025
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
FB
376
First Bancorp
Maine
$1.14M
OC
377
Oppenheimer & Co
New York
$1.12M
LWCFA
378
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.12M
JIR
379
James Investment Research
Ohio
$1.11M
DI
380
Disciplined Investments
Oklahoma
$1.11M
CGA
381
Crescent Grove Advisors
Illinois
$1.11M
Charles Schwab
382
Charles Schwab
California
$1.1M
BBPWM
383
Blue Bell Private Wealth Management
Pennsylvania
$1.1M
IA
384
IFP Advisors
Florida
$1.09M
HCMT
385
Highland Capital Management (Tennessee)
Tennessee
$1.08M
NW
386
NewEdge Wealth
Pennsylvania
$1.08M
MPWT
387
MassMutual Private Wealth & Trust
Connecticut
$1.08M
PFP
388
Paragon Financial Partners
California
$1.07M
ACA
389
Anchor Capital Advisors
Massachusetts
$1.07M
CIC
390
Carnegie Investment Counsel
Ohio
$1.06M
ASBI
391
American State Bank (Iowa)
Iowa
$1.05M
ACA
392
Affinity Capital Advisors
California
$1.04M
AC
393
Apella Capital
Connecticut
$1.03M
IAN
394
Integrated Advisors Network
Texas
$1.03M
MCC
395
Money Concepts Capital
Florida
$1.02M
CWMP
396
Clarion Wealth Managment Partners
Virginia
$1M
NSIM
397
North Star Investment Management
Illinois
$1,000K
COFSG
398
Carbahal Olsen Financial Services Group
California
$996K
NP
399
NorthRock Partners
Minnesota
$993K
BFC
400
Bedel Financial Consulting
Indiana
$988K