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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
HCM
751
Hollencrest Capital Management
California
$253K
CWM
752
CCG Wealth Management
California
$252K -$1.35K -7 -0.5%
MFS
753
McNamara Financial Services
Massachusetts
$251K -$4.84K -25 -2%
AIM
754
Athena Investment Management
California
$251K
KA
755
KLCM Advisors
Wisconsin
$250K -$3.48K -18 -1%
PCIA
756
Prime Capital Investment Advisors
Kansas
$248K +$13.2K +68 +5%
CIA
757
Capital Investment Advisors
Georgia
$247K -$1.94K -10 -0.8%
PS
758
Planned Solutions
California
$247K
CCG
759
Cypress Capital Group
Florida
$246K
WPC
760
Wedmont Private Capital
Pennsylvania
$244K -$774 -4 -0.3%
REMPR
761
Roof Eidam Maycock Peralta (REMP)
California
$243K
KWS
762
Keystone Wealth Services
California
$242K -$8.13K -42 -3%
AWE
763
Avidian Wealth Enterprises
Texas
$241K +$247K +1,274 New
CFS
764
Cannon Financial Strategists
Georgia
$240K
SAM
765
S.A. Mason
Michigan
$239K
PIFP
766
Partners in Financial Planning
Virginia
$239K
CAM
767
Clark Asset Management
New Hampshire
$238K +$244K +1,258 New
SIC
768
Sigma Investment Counselors
Michigan
$238K -$17.6K -91 -7%
ML
769
MLP3 LLC
New Jersey
$238K +$387 +2 +0.2%
B
770
Bayban
Minnesota
$237K
DWM
771
Dakota Wealth Management
Florida
$237K
1IA
772
1834 Investment Advisors
Wisconsin
$235K
RT
773
Rockland Trust
Massachusetts
$235K +$240K +1,240 New
AIM
774
Anchor Investment Management
South Carolina
$235K +$194 +1 +0.1%
PAS
775
Professional Advisory Services
Florida
$234K