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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
MCWS
501
McKinley Carter Wealth Services
West Virginia
$641K
AI
502
Atria Investments
North Carolina
$641K
GI
503
GAMCO Investors
Connecticut
$639K
SVWAG
504
Sound View Wealth Advisors Group
Georgia
$636K
CGPCS
505
Capital Group Private Client Services
California
$634K
AFG
506
Atomi Financial Group
New York
$633K
JPG
507
Jordan Park Group
California
$630K
IFPG
508
Intrepid Financial Planning Group
Indiana
$627K
EWM
509
Evercore Wealth Management
New York
$626K
SCM
510
SCS Capital Management
Massachusetts
$623K
MWA
511
Monograph Wealth Advisors
California
$623K
YWM
512
Yardley Wealth Management
Pennsylvania
$621K
JWA
513
JFS Wealth Advisors
Pennsylvania
$615K
AA
514
Alesco Advisors
New York
$614K
UWPG
515
Ullmann Wealth Partners Group
Florida
$614K
STA
516
Smith Thornton Advisors
Alabama
$611K
NAAA
517
New Age Alpha Advisors
New York
$604K
KPWM
518
KDK Private Wealth Management
Texas
$603K
AWA
519
Archvest Wealth Advisors
California
$599K
FFM
520
Forum Financial Management
Illinois
$599K
SAM
521
Smithbridge Asset Management
Pennsylvania
$598K
PI
522
PFG Investments
New York
$597K
HTC
523
Haverford Trust Company
Pennsylvania
$589K
PIMG
524
Patriot Investment Management Group
Tennessee
$584K
KFI
525
Key Financial Inc
Pennsylvania
$581K