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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
CHJWM
726
Carlton Hofferkamp & Jenks Wealth Management
Texas
$282K
SFWA
727
Summit Financial Wealth Advisors
Louisiana
$281K
RBC
728
Romano Brothers & Co
Illinois
$280K
NG
729
Northstar Group
New York
$276K
RhumbLine Advisers
730
RhumbLine Advisers
Massachusetts
$275K
BFS
731
Bradley Foster & Sargent
Connecticut
$274K
USB
732
Union Savings Bank
Connecticut
$273K
FFP
733
FourThought Financial Partners
Florida
$273K
LOPW
734
Live Oak Private Wealth
North Carolina
$273K
LWM
735
Lionshead Wealth Management
New York
$271K
CWM
736
ClientFirst Wealth Management
Arkansas
$271K
CC
737
Clearwave Capital
California
$270K
CCG
738
Chatham Capital Group
Georgia
$267K
DM
739
Diversified Management
Wisconsin
$267K
M
740
MATAURO
New York
$267K
KLI
741
Kelman-Lazarov Inc
Tennessee
$266K
HPM
742
Hoxton Planning & Management
West Virginia
$266K
SSWM
743
Smith Salley Wealth Management
North Carolina
$265K
LW
744
Linscomb Wealth
Texas
$264K
IFG
745
Independent Financial Group
California
$261K
TW
746
Traveka Wealth
California
$260K
SFP
747
Shepherd Financial Partners
Massachusetts
$258K
TGAM
748
TBH Global Asset Management
Tennessee
$256K
LFG
749
Larson Financial Group
Missouri
$256K
OLA
750
Oliver Luxxe Assets
New Jersey
$253K