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iShares Russell 2000 Value ETF

1,015 hedge funds and large institutions have $9.03B invested in iShares Russell 2000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 361 reducing their positions, and 71 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: $ → $

2% less funds holding

Funds holding: 1,0381,015 (-23)

2.35% less ownership

Funds ownership: 74.6%72.24% (-2.4%)

19% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 361

Holders
1,015
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
HR
651
Howe & Rusling
New York
$368K
AGC
652
Aspen Grove Capital
Colorado
$367K
USCWA
653
U.S. Capital Wealth Advisors
Texas
$366K
Thrivent Financial for Lutherans
654
Thrivent Financial for Lutherans
Minnesota
$363K
RSWM
655
Robertson Stephens Wealth Management
California
$362K
SC
656
Steph & Co
Wisconsin
$362K
FPCP
657
Fort Point Capital Partners
California
$362K
NCM
658
Next Capital Management
New York
$360K
RPC
659
Rossmore Private Capital
Connecticut
$360K
PMFA
660
Plante Moran Financial Advisors
Michigan
$359K
CFGA
661
Cambridge Financial Group (Arizona)
Arizona
$356K
NWM
662
Navigation Wealth Management
Colorado
$356K
MFWP
663
Mosaic Family Wealth Partners
Missouri
$356K
PFM
664
Phillips Financial Management
Indiana
$355K
CD
665
Chapin Davis
Maryland
$352K
IWA
666
Icon Wealth Advisors
Texas
$350K
CAL
667
Capital Analysts LLC
Pennsylvania
$348K
AMPWP
668
Alvarez & Marsal Private Wealth Partners
Florida
$345K
PAM
669
Peak Asset Management
Colorado
$342K
AP
670
Advisors Preferred
Maryland
$341K
RHIG
671
R.H. Investment Group
Arizona
$339K
FMN
672
Financial Management Network
California
$338K
MAA
673
Matrix Asset Advisors
New York
$335K
RIS
674
Retirement Income Solutions
Michigan
$333K
MFT
675
Moisand Fitzgerald Tamayo
Florida
$333K