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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
Charles Schwab
376
Charles Schwab
California
$1.1M
BBPWM
377
Blue Bell Private Wealth Management
Pennsylvania
$1.1M
IA
378
IFP Advisors
Florida
$1.09M
HCMT
379
Highland Capital Management (Tennessee)
Tennessee
$1.08M
NW
380
NewEdge Wealth
Pennsylvania
$1.08M
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$1.08M
PFP
382
Paragon Financial Partners
California
$1.07M
ACA
383
Anchor Capital Advisors
Massachusetts
$1.07M
CIC
384
Carnegie Investment Counsel
Ohio
$1.06M
ASBI
385
American State Bank (Iowa)
Iowa
$1.05M
ACA
386
Affinity Capital Advisors
California
$1.04M
AC
387
Apella Capital
Connecticut
$1.03M
IAN
388
Integrated Advisors Network
Texas
$1.03M
MCC
389
Money Concepts Capital
Florida
$1.02M
CWMP
390
Clarion Wealth Managment Partners
Virginia
$1M
NSIM
391
North Star Investment Management
Illinois
$1,000K
COFSG
392
Carbahal Olsen Financial Services Group
California
$996K
NP
393
NorthRock Partners
Minnesota
$993K
BFC
394
Bedel Financial Consulting
Indiana
$988K
EGA
395
E&G Advisors
Texas
$985K
JFGIW
396
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$978K
MA
397
Mutual Advisors
Nebraska
$977K
CANC
398
Culbertson A N & Co
Virginia
$977K
MAM
399
MMA Asset Management
Pennsylvania
$973K
CFB
400
Cullen/Frost Bankers
Texas
$972K