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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
AFC
476
AFT Forsyth & Company
Florida
$718K -$194 -1 -0%
NS
477
NBC Securities
Alabama
$716K +$32.5K +168 +5%
NB
478
Nicolet Bankshares
Wisconsin
$714K +$284K +1,469 +64%
GIA
479
Gladstone Institutional Advisory
Florida
$712K +$194 +1 +0%
SPC
480
Sigma Planning Corp
Michigan
$710K +$25.4K +131 +4%
HCC
481
Hirtle Callaghan & Co
Pennsylvania
$705K
KF
482
Krilogy Financial
Missouri
$702K +$297K +1,533 +79%
WF
483
Welch & Forbes
Massachusetts
$697K
PFS
484
Prospera Financial Services
Texas
$697K -$29.6K -153 -4%
ES
485
Eagle Strategies
New York
$695K -$54K -279 -7%
RWM
486
Rialto Wealth Management
New York
$691K -$1.74K -9 -0.2%
PHAM
487
Palisades Hudson Asset Management
Florida
$686K +$1.16K +6 +0.2%
KFC
488
Klingenstein Fields & Co
New York
$679K
AWM
489
Avior Wealth Management
Nebraska
$677K -$26.1K -135 -4%
DPI
490
Diversified Portfolios Inc
Michigan
$677K -$19.4K -100 -3%
CAG
491
Curtis Advisory Group
California
$673K +$16.3K +84 +2%
CC
492
Chicago Capital
Illinois
$666K
CWMS
493
CFG Wealth Management Services
Indiana
$663K
TAM
494
Townsend Asset Management
North Carolina
$663K +$1.94K +10 +0.3%
FFG
495
Fiduciary Financial Group
California
$661K +$8.13K +42 +1%
MFG
496
Magnus Financial Group
New York
$660K -$106K -548 -14%
AG
497
Ascent Group
Virginia
$655K -$19.9K -103 -3%
RRA
498
Red Reef Advisors
Florida
$653K
PVI
499
Pine Valley Investments
New Jersey
$650K +$194 +1 +0%
AWA
500
American Wealth Advisors
Georgia
$646K +$1.74K +9 +0.3%