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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
TNA
526
True North Advisors
Texas
$574K
EFG
527
Embree Financial Group
Illinois
$573K
SWA
528
Strategies Wealth Advisors
Michigan
$573K
BEI
529
Benjamin Edwards Inc
Missouri
$572K
SCM
530
Sage Capital Management
New Jersey
$571K
HWA
531
Heritage Wealth Advisors
Virginia
$569K
KMWM
532
Keudell/Morrison Wealth Management
Oregon
$569K
RWM
533
Riverbend Wealth Management
South Carolina
$569K
QT
534
Quantbot Technologies
New York
$569K
CWM
535
Castle Wealth Management
Florida
$567K
CT
536
Caldwell Trust
Florida
$566K
DJSG
537
D.J. St. Germain
Massachusetts
$564K
CWM
538
Cahaba Wealth Management
Georgia
$564K
SEIA
539
Signature Estate & Investment Advisors
California
$562K
HAG
540
HighPoint Advisor Group
Illinois
$562K
AWM
541
Apollon Wealth Management
South Carolina
$562K
BFM
542
Broadview Financial Management
Wisconsin
$559K
AA
543
Ancora Advisors
Ohio
$554K
CFP
544
Catalyst Financial Partners
Massachusetts
$554K
FCFC
545
First Commonwealth Financial Corp
Pennsylvania
$552K
FBB
546
Fulton Breakefield Broenniman
Maryland
$550K
CNC
547
Canandaigua National Corp
New York
$549K
SGCA
548
Steel Grove Capital Advisors
Tennessee
$547K
PWM
549
Paulson Wealth Management
Illinois
$542K
SCA
550
St. Clair Advisors
Ohio
$541K