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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
CS
626
Cannell & Spears
New York
$418K
CIA
627
Concurrent Investment Advisors
Florida
$417K -$24.4K -126 -5%
ANB
628
Amarillo National Bank
Texas
$417K
FF
629
Friday Financial
Iowa
$416K -$48.6K -251 -10%
PP
630
Patten & Patten
Tennessee
$408K +$19.4K +100 +5%
PA
631
PW Advisors
Florida
$407K -$3.48K -18 -0.8%
TCM
632
Tassel Capital Management
North Carolina
$406K +$1.16K +6 +0.3%
BBI
633
Baxter Bros Inc
Connecticut
$405K -$7.74K -40 -2%
TI
634
Truepoint Inc
Ohio
$402K -$387 -2 -0.1%
GAG
635
GM Advisory Group
New York
$401K +$387 +2 +0.1%
ORG
636
Optimist Retirement Group
Washington
$400K -$10.8K -56 -3%
CAG
637
Crestwood Advisors Group
Massachusetts
$399K +$17.4K +90 +4%
NEWAS
638
N.E.W. Advisory Services
Wisconsin
$397K
MG
639
Mather Group
Illinois
$395K
BIG
640
Builder Investment Group
Georgia
$391K -$4.84K -25 -1%
SA
641
Skyline Advisors
Washington
$387K +$968 +5 +0.2%
SG
642
StoneX Group
New York
$384K +$50.7K +262 +15%
AFO
643
Aurelius Family Office
New Hampshire
$384K -$8.71K -45 -2%
WDL
644
Well Done LLC
Michigan
$384K
AIM
645
Allen Investment Management
New York
$382K
BFS
646
BridgePort Financial Solutions
Iowa
$382K
LWL
647
Leo Wealth LLC
Texas
$380K +$387 +2 +0.1%
IAG
648
Investment Advisory Group
Massachusetts
$380K +$3.48K +18 +0.9%
RCM
649
Regency Capital Management
Hawaii
$379K
PPWP
650
Premier Path Wealth Partners
New Jersey
$378K -$43.2K -223 -10%