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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
RHIG
676
R.H. Investment Group
Arizona
$339K +$331K +1,708 New
FMN
677
Financial Management Network
California
$338K -$10.6K -55 -3%
FNT
678
First Nebraska Trust
Nebraska
$336K
MAA
679
Matrix Asset Advisors
New York
$335K
RIS
680
Retirement Income Solutions
Michigan
$333K
MFT
681
Moisand Fitzgerald Tamayo
Florida
$333K
IAG
682
Investmark Advisory Group
Connecticut
$333K +$387 +2 +0.1%
OP
683
Oath Planning
Oklahoma
$329K +$774 +4 +0.2%
AF
684
Advisornet Financial
Minnesota
$329K -$581 -3 -0.2%
AAS
685
Ameritas Advisory Services
Nebraska
$328K -$91.6K -473 -21%
WI
686
Wedgewood Investors
Pennsylvania
$326K
S
687
Sunpointe
Missouri
$324K +$98.5K +509 +42%
LA
688
LexAurum Advisors
Kansas
$324K +$331K +1,709 New
TCWM
689
Total Clarity Wealth Management
Illinois
$322K -$157K -812 -32%
LWANC
690
Laurel Wealth Advisors (North Carolina)
North Carolina
$321K -$194 -1 -0.1%
KWA
691
Kingswood Wealth Advisors
California
$320K +$47.6K +246 +17%
AC
692
Annandale Capital
Texas
$319K -$119K -617 -27%
NEPWA
693
New England Private Wealth Advisors
Massachusetts
$318K +$581 +3 +0.2%
E3F
694
Eight 31 Financial
Texas
$316K
BPC
695
Bearing Point Capital
Minnesota
$316K +$16.8K +87 +6%
DPW
696
DiNuzzo Private Wealth
Pennsylvania
$316K
IAS
697
Insigneo Advisory Services
Florida
$311K -$161K -831 -34%
WMA
698
West Michigan Advisors
Michigan
$309K +$1.55K +8 +0.5%
DWM
699
Destination Wealth Management
California
$309K +$581 +3 +0.2%
DI
700
Decision Investments
California
$308K -$1.94K -10 -0.6%