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iShares Russell 2000 Value ETF

1,010 hedge funds and large institutions have $9.02B invested in iShares Russell 2000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 290 increasing their positions, 360 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: $ → $

2.42% less ownership

Funds ownership: 74.55%72.13% (-2.4%)

3% less funds holding

Funds holding: 1,0371,010 (-27)

19% less repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 360

Holders
1,010
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
CC
726
Clearwave Capital
California
$270K
CCG
727
Chatham Capital Group
Georgia
$267K
DM
728
Diversified Management
Wisconsin
$267K
M
729
MATAURO
New York
$267K
KLI
730
Kelman-Lazarov Inc
Tennessee
$266K
HPM
731
Hoxton Planning & Management
West Virginia
$266K
SSWM
732
Smith Salley Wealth Management
North Carolina
$265K
LW
733
Linscomb Wealth
Texas
$264K
IFG
734
Independent Financial Group
California
$261K
TW
735
Traveka Wealth
California
$260K
SFP
736
Shepherd Financial Partners
Massachusetts
$258K
TGAM
737
TBH Global Asset Management
Tennessee
$256K
LFG
738
Larson Financial Group
Missouri
$256K
OLA
739
Oliver Luxxe Assets
New Jersey
$253K
HCM
740
Hollencrest Capital Management
California
$253K
CWM
741
CCG Wealth Management
California
$252K
MFS
742
McNamara Financial Services
Massachusetts
$251K
AIM
743
Athena Investment Management
California
$251K
KA
744
KLCM Advisors
Wisconsin
$250K
PCIA
745
Prime Capital Investment Advisors
Kansas
$248K
CIA
746
Capital Investment Advisors
Georgia
$247K
PS
747
Planned Solutions
California
$247K
CCG
748
Cypress Capital Group
Florida
$246K
WPC
749
Wedmont Private Capital
Pennsylvania
$244K
REMPR
750
Roof Eidam Maycock Peralta (REMP)
California
$243K