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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
BCIM
401
Bishop & Co Investment Management
Pennsylvania
$971K
CFG
402
Citizens Financial Group
Rhode Island
$964K
CI Investments Inc
403
CI Investments Inc
Ontario, Canada
$959K
WIA
404
World Investment Advisors
California
$959K
WCL
405
Wealth Care LLC
Florida
$948K
BCM
406
Becker Capital Management
Oregon
$934K
VCS
407
Vaughan & Co Securities
New Jersey
$932K
AWM
408
Arista Wealth Management
Nevada
$929K
GCM
409
Gables Capital Management
Florida
$920K
SI
410
Saxon Interests
Texas
$913K
ATI
411
ARK & TLK Investments
Oklahoma
$911K
CFP
412
Cascade Financial Partners
California
$897K
DIS
413
Diversified Investment Strategies
Louisiana
$897K
LOWM
414
Laurel Oak Wealth Management
New Jersey
$897K
RIA
415
Retirement Investment Advisors
Oklahoma
$894K
MAM
416
MWA Asset Management
Massachusetts
$891K
OCG
417
Opus Capital Group
Ohio
$890K
RB
418
Renasant Bank
Mississippi
$889K
RLWM
419
RF&L Wealth Management
Massachusetts
$889K
GPA
420
Guidance Point Advisors
Massachusetts
$881K
GFA
421
Gallagher Fiduciary Advisors
Illinois
$880K
PA
422
Pinnacle Associates
New York
$875K
FBFS
423
First Business Financial Services
Wisconsin
$873K
BAM
424
Belpointe Asset Management
Nevada
$863K
KWM
425
Kingsview Wealth Management
Oregon
$851K