We are live on ! Find out more
IWN icon

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
LT
576
Legacy Trust
Michigan
$487K
SFS
577
Sharp Financial Services
Pennsylvania
$485K +$126K +649 +34%
EPW
578
Endeavor Private Wealth
Kansas
$480K -$1.55K -8 -0.3%
SFG
579
Sage Financial Group
Pennsylvania
$478K -$10.5K -54 -2%
PA
580
Procyon Advisors
Connecticut
$474K -$54.4K -281 -10%
BCM
581
BTC Capital Management
Iowa
$473K
CSP
582
Cary Street Partners
Virginia
$472K +$3.48K +18 +0.7%
AFP
583
Ausdal Financial Partners
Iowa
$471K +$9.29K +48 +2%
SFPG
584
Stonebridge Financial Planning Group
Florida
$470K -$35.2K -182 -7%
MWM
585
Mission Wealth Management
California
$469K -$238K -1,227 -33%
TPI
586
Trust Point Inc
Wisconsin
$469K
SAI
587
Savvy Advisors Inc
New York
$467K +$179K +924 +60%
NB
588
NBT Bank
New York
$467K +$234K +1,207 +96%
MOS
589
MGO One Seven
Ohio
$465K +$45.3K +234 +11%
LSWP
590
Liberty Square Wealth Partners
Pennsylvania
$464K
C
591
Croban
Ohio
$463K +$15.5K +80 +3%
MWP
592
MYCIO Wealth Partners
Pennsylvania
$462K +$1.35K +7 +0.3%
LFS
593
Lutz Financial Services
Nebraska
$461K -$1.74K -9 -0.4%
VA
594
Valmark Advisers
Ohio
$460K +$10.6K +55 +2%
FFN
595
Focus Financial Network
Minnesota
$458K -$106K -549 -19%
TWP
596
Triad Wealth Partners
Kansas
$457K +$21.7K +112 +5%
PS
597
Principal Securities
Iowa
$457K -$1.74K -9 -0.4%
EWA
598
Emergent Wealth Advisors
New York
$456K +$1.16K +6 +0.3%
Empower Advisory Group
599
Empower Advisory Group
Colorado
$452K +$169K +871 +57%
KWM
600
Keebeck Wealth Management
Illinois
$451K