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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
GI
501
GAMMA Investing
California
$645K +$519K +2,683 +373%
TSS
502
Two Sigma Securities
New York
$644K +$658K +3,397 New
ST
503
Smithfield Trust
Pennsylvania
$642K -$43.2K -223 -6%
TPCW
504
TD Private Client Wealth
New York
$641K +$76.5K +395 +13%
MCWS
505
McKinley Carter Wealth Services
West Virginia
$641K -$3.68K -19 -0.6%
AI
506
Atria Investments
North Carolina
$641K -$2.2M -11,381 -77%
GI
507
GAMCO Investors
Connecticut
$639K -$131K -675 -17%
SVWAG
508
Sound View Wealth Advisors Group
Georgia
$636K +$194 +1 +0%
CGPCS
509
Capital Group Private Client Services
California
$634K -$7.55K -39 -1%
AFG
510
Atomi Financial Group
New York
$633K +$142K +735 +28%
JPG
511
Jordan Park Group
California
$630K -$253K -1,308 -28%
IFPG
512
Intrepid Financial Planning Group
Indiana
$627K -$4.84K -25 -0.8%
EWM
513
Evercore Wealth Management
New York
$626K -$213K -1,100 -25%
SCM
514
SCS Capital Management
Massachusetts
$623K +$194 +1 +0%
MWA
515
Monograph Wealth Advisors
California
$623K
YWM
516
Yardley Wealth Management
Pennsylvania
$621K
JWA
517
JFS Wealth Advisors
Pennsylvania
$615K
AA
518
Alesco Advisors
New York
$614K -$16.3K -84 -3%
UWPG
519
Ullmann Wealth Partners Group
Florida
$614K -$67.8K -350 -10%
STA
520
Smith Thornton Advisors
Alabama
$611K
NAAA
521
New Age Alpha Advisors
New York
$604K +$83.2K +430 +16%
KPWM
522
KDK Private Wealth Management
Texas
$603K -$5.61K -29 -0.9%
AWA
523
Archvest Wealth Advisors
California
$599K -$22.3K -115 -4%
FFM
524
Forum Financial Management
Illinois
$599K +$2.71K +14 +0.4%
SAM
525
Smithbridge Asset Management
Pennsylvania
$598K -$610K -3,153 -50%