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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
TBWA
701
Three Bridge Wealth Advisors
California
$307K -$38.7K -200 -11%
IWM
702
IHT Wealth Management
Illinois
$304K -$27.1K -140 -8%
JIC
703
Joel Isaacson & Co
New York
$301K +$387 +2 +0.1%
IBOK
704
Independence Bank of Kentucky
Kentucky
$301K +$19.6K +101 +7%
Bessemer Group
705
Bessemer Group
New Jersey
$300K -$467K -2,411 -60%
TH
706
TCTC Holdings
Texas
$298K
SFGM
707
Stonebridge Financial Group (Missouri)
Missouri
$298K +$1.74K +9 +0.6%
DCM
708
Dimension Capital Management
Florida
$296K
PWPS
709
Pinnacle Wealth Planning Services
Ohio
$295K
ARA
710
Alexander Randolph Advisory
Virginia
$295K
GJIA
711
Glass Jacobson Investment Advisors
Maryland
$293K
CAC
712
Certified Advisory Corp
Florida
$293K
EPW
713
Evolve Private Wealth
California
$291K +$297K +1,535 New
CIA
714
Compass Ion Advisors
Pennsylvania
$290K +$194 +1 +0.1%
EIP
715
Ellis Investment Partners
Pennsylvania
$290K -$5.23K -27 -2%
RWM
716
Ritholtz Wealth Management
New York
$290K +$52.5K +271 +22%
CA
717
Capital Advantage
California
$289K
MFIM
718
Mesirow Financial Investment Management
Illinois
$289K +$45.5K +235 +18%
KCM
719
Kanawha Capital Management
Virginia
$286K -$19.4K -100 -6%
EGWAG
720
Elwood & Goetz Wealth Advisory Group
Georgia
$286K
MFP
721
Meridian Financial Partners
Virginia
$285K +$43.6K +225 +18%
AA
722
Aufman Associates
Pennsylvania
$284K
CIA
723
Cladis Investment Advisory
Montana
$284K +$38.7K +200 +15%
OC
724
Oakworth Capital
Alabama
$284K
DWM
725
Ducere Wealth Management
California
$283K +$289K +1,493 New