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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
SWA
551
Sax Wealth Advisors
New Jersey
$531K
SI
552
Shaker Investments
Ohio
$531K
VCP
553
Verus Capital Partners
Arizona
$528K
IA
554
Integrity Alliance
Iowa
$524K
DC
555
Davenport & Co
Virginia
$523K
CP
556
Creekside Partners
California
$520K
EWM
557
Evermay Wealth Management
Virginia
$519K
BOPW
558
Brandywine Oak Private Wealth
Pennsylvania
$511K
PPC
559
Pennington Partners & Co
Maryland
$508K
SWA
560
Strategic Wealth Advisors
Arizona
$505K
LA
561
Legacy Advisors
Pennsylvania
$503K
AP
562
Appleton Partners
Massachusetts
$503K
BI
563
Berkeley Inc
Idaho
$502K
SWM
564
Spire Wealth Management
Virginia
$501K
CIBC World Market
565
CIBC World Market
Ontario, Canada
$500K
MWM
566
Maltin Wealth Management
New Jersey
$499K
SB
567
Strategic Blueprint
Georgia
$497K
STA
568
Summit Trail Advisors
New York
$491K
VCM
569
Versant Capital Management
Arizona
$490K
FWTB
570
First Western Trust Bank
Colorado
$489K
LT
571
Legacy Trust
Michigan
$487K
SFS
572
Sharp Financial Services
Pennsylvania
$485K
EPW
573
Endeavor Private Wealth
Kansas
$480K
SFG
574
Sage Financial Group
Pennsylvania
$478K
PA
575
Procyon Advisors
Connecticut
$474K