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iShares Russell 2000 Value ETF

1,026 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)

2% less funds holding

Funds holding: 1,0421,026 (-16)

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
1,026
Holders Change
-16
Holders Change %
-1.54%
% of All Funds
12.64%
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
CHJWM
726
Carlton Hofferkamp & Jenks Wealth Management
Texas
$282K -$64.3K -332 -20%
SFWA
727
Summit Financial Wealth Advisors
Louisiana
$281K
RBC
728
Romano Brothers & Co
Illinois
$280K -$4.65K -24 -2%
NG
729
Northstar Group
New York
$276K
RhumbLine Advisers
730
RhumbLine Advisers
Massachusetts
$275K -$181K -933 -39%
BFS
731
Bradley Foster & Sargent
Connecticut
$274K +$25.4K +131 +10%
USB
732
Union Savings Bank
Connecticut
$273K
FFP
733
FourThought Financial Partners
Florida
$273K +$37K +191 +15%
LOPW
734
Live Oak Private Wealth
North Carolina
$273K
LWM
735
Lionshead Wealth Management
New York
$271K +$194 +1 +0.1%
CWM
736
ClientFirst Wealth Management
Arkansas
$271K
CC
737
Clearwave Capital
California
$270K +$13K +67 +5%
CCG
738
Chatham Capital Group
Georgia
$267K
DM
739
Diversified Management
Wisconsin
$267K +$194 +1 +0.1%
M
740
MATAURO
New York
$267K +$774 +4 +0.3%
KLI
741
Kelman-Lazarov Inc
Tennessee
$266K +$272K +1,405 New
HPM
742
Hoxton Planning & Management
West Virginia
$266K -$968 -5 -0.4%
SSWM
743
Smith Salley Wealth Management
North Carolina
$265K
LW
744
Linscomb Wealth
Texas
$264K -$75.5K -390 -22%
IFG
745
Independent Financial Group
California
$261K +$12.6K +65 +5%
TW
746
Traveka Wealth
California
$260K
SFP
747
Shepherd Financial Partners
Massachusetts
$258K -$5.03K -26 -2%
TGAM
748
TBH Global Asset Management
Tennessee
$256K +$262K +1,351 New
LFG
749
Larson Financial Group
Missouri
$256K -$19.2K -99 -7%
OLA
750
Oliver Luxxe Assets
New Jersey
$253K -$42.6K -220 -14%