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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
GIA
476
Gladstone Institutional Advisory
Florida
$712K
SPC
477
Sigma Planning Corp
Michigan
$710K
HCC
478
Hirtle Callaghan & Co
Pennsylvania
$705K
KF
479
Krilogy Financial
Missouri
$702K
WF
480
Welch & Forbes
Massachusetts
$697K
PFS
481
Prospera Financial Services
Texas
$697K
ES
482
Eagle Strategies
New York
$695K
RWM
483
Rialto Wealth Management
New York
$691K
PHAM
484
Palisades Hudson Asset Management
Florida
$686K
KFC
485
Klingenstein Fields & Co
New York
$679K
AWM
486
Avior Wealth Management
Nebraska
$677K
DPI
487
Diversified Portfolios Inc
Michigan
$677K
CAG
488
Curtis Advisory Group
California
$673K
CC
489
Chicago Capital
Illinois
$666K
CWMS
490
CFG Wealth Management Services
Indiana
$663K
TAM
491
Townsend Asset Management
North Carolina
$663K
FFG
492
Fiduciary Financial Group
California
$661K
MFG
493
Magnus Financial Group
New York
$660K
AG
494
Ascent Group
Virginia
$655K
RRA
495
Red Reef Advisors
Florida
$653K
AWA
496
American Wealth Advisors
Georgia
$646K
GI
497
GAMMA Investing
California
$645K
TSS
498
Two Sigma Securities
New York
$644K
ST
499
Smithfield Trust
Pennsylvania
$642K
TPCW
500
TD Private Client Wealth
New York
$641K