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iShares Russell 2000 Value ETF

1,025 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

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: $ → $

1% less funds holding

Funds holding: 1,0401,025 (-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
1,025
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
NPT
451
National Philanthropic Trust
Pennsylvania
$785K
CPA
452
Cardiff Park Advisors
California
$777K
MMA
453
Miracle Mile Advisors
California
$775K
NRI
454
NFP Retirement Inc
California
$775K
TC
455
TAGStone Capital
North Carolina
$774K
CFFP
456
Center for Financial Planning
Michigan
$771K
PTC
457
Private Trust Company
Ohio
$766K
AWM
458
Aprio Wealth Management
Georgia
$755K
THL
459
Tillman Hartley LLC
Colorado
$754K
DWM
460
Diversify Wealth Management
Utah
$748K
SIA
461
Stegner Investment Associates
Kentucky
$743K
CWM
462
Connecticut Wealth Management
Connecticut
$743K
EWP
463
Elevation Wealth Partners
California
$736K
PSA
464
Plum Street Advisors
Louisiana
$736K
BWM
465
Brown Wealth Management
Illinois
$733K
DWM
466
DWR Wealth Management
California
$730K
GWM
467
GK Wealth Management
Nevada
$730K
CAAM
468
Cornerstone Advisors Asset Management
Pennsylvania
$729K
WWM
469
Western Wealth Management
Colorado
$728K
FG
470
Foster Group
Iowa
$725K
DWP
471
Daymark Wealth Partners
Ohio
$724K
KRW
472
Kaufman Rossin Wealth
Florida
$722K
Russell Investments Group
473
Russell Investments Group
United Kingdom
$722K
QCM
474
QRG Capital Management
Illinois
$721K
PWM
475
Perigon Wealth Management
California
$719K