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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
BS
651
BCI Securities
Florida
$377K
ONB
652
Old National Bancorp
Indiana
$375K -$387 -2 -0.1%
WAL
653
W Advisors LLC
Tennessee
$370K
MWM
654
McMill Wealth Management
Nebraska
$369K
WS
655
Wedbush Securities
California
$369K +$10.1K +52 +3%
HR
656
Howe & Rusling
New York
$368K -$31.9K -165 -8%
AGC
657
Aspen Grove Capital
Colorado
$367K
USCWA
658
U.S. Capital Wealth Advisors
Texas
$366K +$6K +31 +2%
Thrivent Financial for Lutherans
659
Thrivent Financial for Lutherans
Minnesota
$363K +$370K +1,914 New
RSWM
660
Robertson Stephens Wealth Management
California
$362K +$387 +2 +0.1%
SC
661
Steph & Co
Wisconsin
$362K -$31.9K -165 -8%
FPCP
662
Fort Point Capital Partners
California
$362K
NCM
663
Next Capital Management
New York
$360K +$367K +1,898 New
RPC
664
Rossmore Private Capital
Connecticut
$360K
PMFA
665
Plante Moran Financial Advisors
Michigan
$359K -$5.81K -30 -2%
CFGA
666
Cambridge Financial Group (Arizona)
Arizona
$356K -$91.6K -473 -20%
NWM
667
Navigation Wealth Management
Colorado
$356K +$21.5K +111 +6%
MFWP
668
Mosaic Family Wealth Partners
Missouri
$356K -$4.84K -25 -1%
PFM
669
Phillips Financial Management
Indiana
$355K -$403K -2,080 -53%
CD
670
Chapin Davis
Maryland
$352K
IWA
671
Icon Wealth Advisors
Texas
$350K -$277K -1,432 -46%
CAL
672
Capital Analysts LLC
Pennsylvania
$348K -$447K -2,311 -56%
AMPWP
673
Alvarez & Marsal Private Wealth Partners
Florida
$345K
PAM
674
Peak Asset Management
Colorado
$342K
AP
675
Advisors Preferred
Maryland
$341K -$35.1M -181,527 -99%