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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
CNC
551
Canandaigua National Corp
New York
$549K +$561K +2,896 New
SGCA
552
Steel Grove Capital Advisors
Tennessee
$547K
PWM
553
Paulson Wealth Management
Illinois
$542K +$30.4K +157 +6%
SCA
554
St. Clair Advisors
Ohio
$541K
SWA
555
Sax Wealth Advisors
New Jersey
$531K -$10.5K -54 -2%
SI
556
Shaker Investments
Ohio
$531K
VCP
557
Verus Capital Partners
Arizona
$528K -$8.52K -44 -2%
IA
558
Integrity Alliance
Iowa
$524K -$19.9K -103 -4%
DC
559
Davenport & Co
Virginia
$523K -$1.21M -6,247 -69%
FSAG
560
Financial Solutions Advisory Group
Illinois
$521K +$532K +2,750 New
CP
561
Creekside Partners
California
$520K +$581 +3 +0.1%
EWM
562
Evermay Wealth Management
Virginia
$519K -$15.5K -80 -3%
BOPW
563
Brandywine Oak Private Wealth
Pennsylvania
$511K -$5.23K -27 -1%
PPC
564
Pennington Partners & Co
Maryland
$508K +$519K +2,679 New
SWA
565
Strategic Wealth Advisors
Arizona
$505K +$14.5K +75 +3%
LA
566
Legacy Advisors
Pennsylvania
$503K -$57.1K -295 -10%
AP
567
Appleton Partners
Massachusetts
$503K
BI
568
Berkeley Inc
Idaho
$502K -$26.5K -137 -5%
SWM
569
Spire Wealth Management
Virginia
$501K +$32.5K +168 +7%
CIBC World Market
570
CIBC World Market
Ontario, Canada
$500K +$12.4K +64 +2%
MWM
571
Maltin Wealth Management
New Jersey
$499K -$36.2K -187 -7%
SB
572
Strategic Blueprint
Georgia
$497K -$196K -1,015 -28%
STA
573
Summit Trail Advisors
New York
$491K +$501K +2,590 New
VCM
574
Versant Capital Management
Arizona
$490K +$310K +1,603 +163%
FWTB
575
First Western Trust Bank
Colorado
$489K