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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
EGA
401
E&G Advisors
Texas
$985K -$44.9K -232 -4%
JFGIW
402
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$978K -$14.7K -76 -1%
MA
403
Mutual Advisors
Nebraska
$977K -$271K -1,402 -21%
CANC
404
Culbertson A N & Co
Virginia
$977K
MAM
405
MMA Asset Management
Pennsylvania
$973K +$40.8K +211 +4%
CFB
406
Cullen/Frost Bankers
Texas
$972K -$514K -2,654 -34%
BCIM
407
Bishop & Co Investment Management
Pennsylvania
$971K -$3.15M -16,281 -76%
CFG
408
Citizens Financial Group
Rhode Island
$964K -$54.8K -283 -5%
CI Investments Inc
409
CI Investments Inc
Ontario, Canada
$959K
WIA
410
World Investment Advisors
California
$959K +$172K +887 +21%
WCL
411
Wealth Care LLC
Florida
$948K +$968K +5,000 New
BCM
412
Becker Capital Management
Oregon
$934K -$19.6K -101 -2%
VCS
413
Vaughan & Co Securities
New Jersey
$932K -$7.94K -41 -0.8%
AWM
414
Arista Wealth Management
Nevada
$929K +$18.6K +96 +2%
GCM
415
Gables Capital Management
Florida
$920K
SI
416
Saxon Interests
Texas
$913K +$675K +3,487 +262%
ATI
417
ARK & TLK Investments
Oklahoma
$911K
CFP
418
Cascade Financial Partners
California
$897K -$1.55K -8 -0.2%
DIS
419
Diversified Investment Strategies
Louisiana
$897K +$16.6K +86 +2%
LOWM
420
Laurel Oak Wealth Management
New Jersey
$897K -$43.4K -224 -5%
RIA
421
Retirement Investment Advisors
Oklahoma
$894K
MAM
422
MWA Asset Management
Massachusetts
$891K -$12.4K -64 -1%
OCG
423
Opus Capital Group
Ohio
$890K
RB
424
Renasant Bank
Mississippi
$889K -$6.39K -33 -0.7%
RLWM
425
RF&L Wealth Management
Massachusetts
$889K