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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
PI
526
PFG Investments
New York
$597K -$28.5K -147 -4%
HTC
527
Haverford Trust Company
Pennsylvania
$589K -$46.3K -239 -7%
PIMG
528
Patriot Investment Management Group
Tennessee
$584K
KFI
529
Key Financial Inc
Pennsylvania
$581K
TNA
530
True North Advisors
Texas
$574K
EFG
531
Embree Financial Group
Illinois
$573K +$387 +2 +0.1%
SWA
532
Strategies Wealth Advisors
Michigan
$573K -$82.5K -426 -12%
BEI
533
Benjamin Edwards Inc
Missouri
$572K +$584K +3,018 New
SCM
534
Sage Capital Management
New Jersey
$571K +$2.13K +11 +0.4%
HWA
535
Heritage Wealth Advisors
Virginia
$569K -$116K -600 -17%
KMWM
536
Keudell/Morrison Wealth Management
Oregon
$569K
RWM
537
Riverbend Wealth Management
South Carolina
$569K
QT
538
Quantbot Technologies
New York
$569K +$581K +3,000 New
CWM
539
Castle Wealth Management
Florida
$567K
CT
540
Caldwell Trust
Florida
$566K -$61.6K -318 -10%
DJSG
541
D.J. St. Germain
Massachusetts
$564K
CWM
542
Cahaba Wealth Management
Georgia
$564K -$8.13K -42 -1%
SEIA
543
Signature Estate & Investment Advisors
California
$562K +$1.55K +8 +0.3%
HAG
544
HighPoint Advisor Group
Illinois
$562K +$7.94K +41 +1%
AWM
545
Apollon Wealth Management
South Carolina
$562K -$45.5K -235 -7%
BFM
546
Broadview Financial Management
Wisconsin
$559K -$12.4K -64 -2%
AA
547
Ancora Advisors
Ohio
$554K
CFP
548
Catalyst Financial Partners
Massachusetts
$554K +$22.6K +117 +4%
FCFC
549
First Commonwealth Financial Corp
Pennsylvania
$552K -$15.7K -81 -3%
FBB
550
Fulton Breakefield Broenniman
Maryland
$550K -$19.4K -100 -3%