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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
PI
526
PFG Investments
New York
$597K
HTC
527
Haverford Trust Company
Pennsylvania
$589K
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
SWA
532
Strategies Wealth Advisors
Michigan
$573K
BEI
533
Benjamin Edwards Inc
Missouri
$572K
SCM
534
Sage Capital Management
New Jersey
$571K
HWA
535
Heritage Wealth Advisors
Virginia
$569K
KMWM
536
Keudell/Morrison Wealth Management
Oregon
$569K
RWM
537
Riverbend Wealth Management
South Carolina
$569K
QT
538
Quantbot Technologies
New York
$569K
CWM
539
Castle Wealth Management
Florida
$567K
CT
540
Caldwell Trust
Florida
$566K
DJSG
541
D.J. St. Germain
Massachusetts
$564K
CWM
542
Cahaba Wealth Management
Georgia
$564K
SEIA
543
Signature Estate & Investment Advisors
California
$562K
HAG
544
HighPoint Advisor Group
Illinois
$562K
AWM
545
Apollon Wealth Management
South Carolina
$562K
BFM
546
Broadview Financial Management
Wisconsin
$559K
AA
547
Ancora Advisors
Ohio
$554K
CFP
548
Catalyst Financial Partners
Massachusetts
$554K
FCFC
549
First Commonwealth Financial Corp
Pennsylvania
$552K
FBB
550
Fulton Breakefield Broenniman
Maryland
$550K