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iShares Russell 2000 Value ETF

1,015 hedge funds and large institutions have $9.03B invested in iShares Russell 2000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 361 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% less funds holding

Funds holding: 1,0381,015 (-23)

2.35% less ownership

Funds ownership: 74.6%72.24% (-2.4%)

19% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 361

Holders
1,015
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
NRI
451
NFP Retirement Inc
California
$775K
TC
452
TAGStone Capital
North Carolina
$774K
CFFP
453
Center for Financial Planning
Michigan
$771K
PTC
454
Private Trust Company
Ohio
$766K
AWM
455
Aprio Wealth Management
Georgia
$755K
THL
456
Tillman Hartley LLC
Colorado
$754K
DWM
457
Diversify Wealth Management
Utah
$748K
SIA
458
Stegner Investment Associates
Kentucky
$743K
CWM
459
Connecticut Wealth Management
Connecticut
$743K
EWP
460
Elevation Wealth Partners
California
$736K
PSA
461
Plum Street Advisors
Louisiana
$736K
BWM
462
Brown Wealth Management
Illinois
$733K
DWM
463
DWR Wealth Management
California
$730K
GWM
464
GK Wealth Management
Nevada
$730K
CAAM
465
Cornerstone Advisors Asset Management
Pennsylvania
$729K
WWM
466
Western Wealth Management
Colorado
$728K
FG
467
Foster Group
Iowa
$725K
DWP
468
Daymark Wealth Partners
Ohio
$724K
KRW
469
Kaufman Rossin Wealth
Florida
$722K
Russell Investments Group
470
Russell Investments Group
United Kingdom
$722K
QCM
471
QRG Capital Management
Illinois
$721K
PWM
472
Perigon Wealth Management
California
$719K
AFC
473
AFT Forsyth & Company
Florida
$718K
NS
474
NBC Securities
Alabama
$716K
NB
475
Nicolet Bankshares
Wisconsin
$714K