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iShares Russell 2000 Value ETF

1,027 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)

1% less funds holding

Funds holding: 1,0421,027 (-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
1,027
Holders Change
-15
Holders Change %
-1.44%
% of All Funds
12.65%
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
GPA
426
Guidance Point Advisors
Massachusetts
$881K +$1.74K +9 +0.2%
GFA
427
Gallagher Fiduciary Advisors
Illinois
$880K -$416K -2,150 -32%
PA
428
Pinnacle Associates
New York
$875K +$30.4K +157 +4%
FBFS
429
First Business Financial Services
Wisconsin
$873K
BAM
430
Belpointe Asset Management
Nevada
$863K +$212K +1,093 +32%
KWM
431
Kingsview Wealth Management
Oregon
$851K +$2.13K +11 +0.2%
GAM
432
Gotham Asset Management
New York
$843K +$583K +3,012 +210%
NW
433
Naviter Wealth
Arkansas
$842K
CCT
434
Chemung Canal Trust
New York
$838K
FCM
435
Firestone Capital Management
Florida
$838K
DB
436
Dravo Bay
Delaware
$834K +$7.55K +39 +0.9%
BC
437
Bricktown Capital
Michigan
$832K
CPIG
438
Chicago Partners Investment Group
Illinois
$830K +$41K +212 +6%
GGS
439
Galvin Gaustad & Stein
Arizona
$830K -$436K -2,253 -34%
WFS
440
Widmann Financial Services
Maryland
$821K
GC
441
Garde Capital
Washington
$819K -$20.3K -105 -2%
AA
442
Auxano Advisors
Washington
$812K -$7.36K -38 -0.9%
CM
443
Capula Management
Cayman Islands
$809K -$118K -611 -13%
BW
444
BIP Wealth
Georgia
$809K +$160K +824 +24%
EW
445
Evoke Wealth
California
$808K +$4.45K +23 +0.5%
CWG
446
Cornerstone Wealth Group
North Carolina
$805K +$759K +3,921 New
BBHC
447
Brown Brothers Harriman & Co
New York
$803K -$29.6K -153 -3%
ET
448
Equitable Trust
Tennessee
$794K +$173K +896 +27%
BSTWA
449
Blake Schutter Theil Wealth Advisors
Ohio
$792K +$1.16K +6 +0.1%
DTC
450
Davidson Trust Company
Washington
$788K +$19K +98 +2%