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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
NPT
451
National Philanthropic Trust
Pennsylvania
$785K
CPA
452
Cardiff Park Advisors
California
$777K +$581 +3 +0.1%
MMA
453
Miracle Mile Advisors
California
$775K -$94.7K -489 -11%
NRI
454
NFP Retirement Inc
California
$775K -$94.3K -487 -11%
TC
455
TAGStone Capital
North Carolina
$774K +$791K +4,085 New
CFFP
456
Center for Financial Planning
Michigan
$771K -$122K -630 -13%
PTC
457
Private Trust Company
Ohio
$766K -$25.2K -130 -3%
AWM
458
Aprio Wealth Management
Georgia
$755K -$774 -4 -0.1%
THL
459
Tillman Hartley LLC
Colorado
$754K -$2.13K -11 -0.3%
DWM
460
Diversify Wealth Management
Utah
$748K +$133K +686 +23%
SIA
461
Stegner Investment Associates
Kentucky
$743K
CWM
462
Connecticut Wealth Management
Connecticut
$743K -$91K -470 -11%
EWP
463
Elevation Wealth Partners
California
$736K +$968 +5 +0.1%
PSA
464
Plum Street Advisors
Louisiana
$736K
BWM
465
Brown Wealth Management
Illinois
$733K -$180K -928 -19%
DWM
466
DWR Wealth Management
California
$730K +$387 +2 +0.1%
GWM
467
GK Wealth Management
Nevada
$730K +$765K +3,951 New
CAAM
468
Cornerstone Advisors Asset Management
Pennsylvania
$729K
WWM
469
Western Wealth Management
Colorado
$728K -$6.39K -33 -0.9%
FG
470
Foster Group
Iowa
$725K +$3.29K +17 +0.4%
DWP
471
Daymark Wealth Partners
Ohio
$724K
KRW
472
Kaufman Rossin Wealth
Florida
$722K
Russell Investments Group
473
Russell Investments Group
United Kingdom
$722K -$12.6K -65 -2%
QCM
474
QRG Capital Management
Illinois
$721K +$219K +1,130 +42%
PWM
475
Perigon Wealth Management
California
$719K