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iShares Russell 2000 Value ETF

1,026 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 82 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

17% more first-time investments, than exits

New positions opened: 82 | 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: 1,0411,026 (-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
1,026
Holders Change
-15
Holders Change %
-1.44%
% of All Funds
12.64%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
82
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
JRP
26
Jasper Ridge Partners
California
$61M
CB
27
Commerce Bank
Missouri
$61M -$1.24M -6,384 -2%
Jones Financial Companies
28
Jones Financial Companies
Missouri
$56.2M +$4.76M +24,604 +9%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$53.9M +$15.2M +78,327 +38%
Ameriprise
30
Ameriprise
Minnesota
$51.4M +$1.5M +7,770 +3%
SEI Investments
31
SEI Investments
Pennsylvania
$48.9M -$2.06M -10,649 -4%
MCM
32
MAI Capital Management
Ohio
$48.8M -$163K -842 -0.3%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$47.5M -$4.29M -22,172 -8%
CL
34
Choreo LLC
Illinois
$46.2M -$69.1K -357 -0.1%
ANTB
35
AMG National Trust Bank
Colorado
$45.1M -$1.15M -5,917 -2%
SGAM
36
Stephens Group Asset Management
Arkansas
$45M -$384K -1,982 -0.8%
Kayne Anderson Rudnick Investment Management
37
Kayne Anderson Rudnick Investment Management
California
$44.2M -$45.7M -236,312 -50%
CFM
38
Comprehensive Financial Management
California
$43.7M
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$40.6M -$6.72M -34,714 -14%
Brown Advisory
40
Brown Advisory
Maryland
$40.2M -$13.4M -69,135 -25%
WT
41
Whittier Trust
California
$38.5M -$487K -2,514 -1%
Natixis Advisors
42
Natixis Advisors
Massachusetts
$38.4M -$1.13M -5,824 -3%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$37.8M +$901K +4,654 +2%
Allspring Global Investments
44
Allspring Global Investments
North Carolina
$35.9M -$5.93M -30,623 -14%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$34.5M +$18.9M +97,720 +116%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$33.6M +$4.85M +25,081 +17%
US Bancorp
47
US Bancorp
Minnesota
$33.3M +$2.15M +11,129 +7%
WPW
48
Waldron Private Wealth
Pennsylvania
$31.6M -$7.79M -40,228 -19%
Mariner
49
Mariner
Kansas
$30.1M -$1.74M -8,974 -5%
CC
50
Courier Capital
New York
$29.3M +$464K +2,398 +2%