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iShares Russell 2000 Value ETF

1,025 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

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: $ → $

1% less funds holding

Funds holding: 1,0401,025 (-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
1,025
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
GI
501
GAMMA Investing
California
$645K
TSS
502
Two Sigma Securities
New York
$644K
ST
503
Smithfield Trust
Pennsylvania
$642K
TPCW
504
TD Private Client Wealth
New York
$641K
MCWS
505
McKinley Carter Wealth Services
West Virginia
$641K
AI
506
Atria Investments
North Carolina
$641K
GI
507
GAMCO Investors
Connecticut
$639K
SVWAG
508
Sound View Wealth Advisors Group
Georgia
$636K
CGPCS
509
Capital Group Private Client Services
California
$634K
AFG
510
Atomi Financial Group
New York
$633K
JPG
511
Jordan Park Group
California
$630K
IFPG
512
Intrepid Financial Planning Group
Indiana
$627K
EWM
513
Evercore Wealth Management
New York
$626K
SCM
514
SCS Capital Management
Massachusetts
$623K
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
UWPG
519
Ullmann Wealth Partners Group
Florida
$614K
STA
520
Smith Thornton Advisors
Alabama
$611K
NAAA
521
New Age Alpha Advisors
New York
$604K
KPWM
522
KDK Private Wealth Management
Texas
$603K
AWA
523
Archvest Wealth Advisors
California
$599K
FFM
524
Forum Financial Management
Illinois
$599K
SAM
525
Smithbridge Asset Management
Pennsylvania
$598K