IWN icon

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
USB
726
Union Savings Bank
Connecticut
$273K
FFP
727
FourThought Financial Partners
Florida
$273K
LOPW
728
Live Oak Private Wealth
North Carolina
$273K
LWM
729
Lionshead Wealth Management
New York
$271K
CWM
730
ClientFirst Wealth Management
Arkansas
$271K
CC
731
Clearwave Capital
California
$270K
CCG
732
Chatham Capital Group
Georgia
$267K
DM
733
Diversified Management
Wisconsin
$267K
M
734
MATAURO
New York
$267K
KLI
735
Kelman-Lazarov Inc
Tennessee
$266K
HPM
736
Hoxton Planning & Management
West Virginia
$266K
SSWM
737
Smith Salley Wealth Management
North Carolina
$265K
LW
738
Linscomb Wealth
Texas
$264K
IFG
739
Independent Financial Group
California
$261K
TW
740
Traveka Wealth
California
$260K
SFP
741
Shepherd Financial Partners
Massachusetts
$258K
TGAM
742
TBH Global Asset Management
Tennessee
$256K
LFG
743
Larson Financial Group
Missouri
$256K
OLA
744
Oliver Luxxe Assets
New Jersey
$253K
HCM
745
Hollencrest Capital Management
California
$253K
CWM
746
CCG Wealth Management
California
$252K
MFS
747
McNamara Financial Services
Massachusetts
$251K
AIM
748
Athena Investment Management
California
$251K
KA
749
KLCM Advisors
Wisconsin
$250K
PCIA
750
Prime Capital Investment Advisors
Kansas
$248K