We are live on ! Find out more
IWN icon

iShares Russell 2000 Value ETF

1,025 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

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: $ → $

1% less funds holding

Funds holding: 1,0401,025 (-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
1,025
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
TBWA
701
Three Bridge Wealth Advisors
California
$307K
IWM
702
IHT Wealth Management
Illinois
$304K
JIC
703
Joel Isaacson & Co
New York
$301K
IBOK
704
Independence Bank of Kentucky
Kentucky
$301K
Bessemer Group
705
Bessemer Group
New Jersey
$300K
TH
706
TCTC Holdings
Texas
$298K
SFGM
707
Stonebridge Financial Group (Missouri)
Missouri
$298K
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
CIA
714
Compass Ion Advisors
Pennsylvania
$290K
EIP
715
Ellis Investment Partners
Pennsylvania
$290K
RWM
716
Ritholtz Wealth Management
New York
$290K
CA
717
Capital Advantage
California
$289K
MFIM
718
Mesirow Financial Investment Management
Illinois
$289K
KCM
719
Kanawha Capital Management
Virginia
$286K
EGWAG
720
Elwood & Goetz Wealth Advisory Group
Georgia
$286K
MFP
721
Meridian Financial Partners
Virginia
$285K
AA
722
Aufman Associates
Pennsylvania
$284K
CIA
723
Cladis Investment Advisory
Montana
$284K
OC
724
Oakworth Capital
Alabama
$284K
DWM
725
Ducere Wealth Management
California
$283K