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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
CNC
551
Canandaigua National Corp
New York
$549K
SGCA
552
Steel Grove Capital Advisors
Tennessee
$547K
PWM
553
Paulson Wealth Management
Illinois
$542K
SCA
554
St. Clair Advisors
Ohio
$541K
SWA
555
Sax Wealth Advisors
New Jersey
$531K
SI
556
Shaker Investments
Ohio
$531K
VCP
557
Verus Capital Partners
Arizona
$528K
IA
558
Integrity Alliance
Iowa
$524K
DC
559
Davenport & Co
Virginia
$523K
FSAG
560
Financial Solutions Advisory Group
Illinois
$521K
CP
561
Creekside Partners
California
$520K
EWM
562
Evermay Wealth Management
Virginia
$519K
BOPW
563
Brandywine Oak Private Wealth
Pennsylvania
$511K
PPC
564
Pennington Partners & Co
Maryland
$508K
SWA
565
Strategic Wealth Advisors
Arizona
$505K
LA
566
Legacy Advisors
Pennsylvania
$503K
AP
567
Appleton Partners
Massachusetts
$503K
BI
568
Berkeley Inc
Idaho
$502K
SWM
569
Spire Wealth Management
Virginia
$501K
CIBC World Market
570
CIBC World Market
Ontario, Canada
$500K
MWM
571
Maltin Wealth Management
New Jersey
$499K
SB
572
Strategic Blueprint
Georgia
$497K
STA
573
Summit Trail Advisors
New York
$491K
VCM
574
Versant Capital Management
Arizona
$490K
FWTB
575
First Western Trust Bank
Colorado
$489K