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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
KWS
751
Keystone Wealth Services
California
$242K
AWE
752
Avidian Wealth Enterprises
Texas
$241K
CFS
753
Cannon Financial Strategists
Georgia
$240K
SAM
754
S.A. Mason
Michigan
$239K
PIFP
755
Partners in Financial Planning
Virginia
$239K
CAM
756
Clark Asset Management
New Hampshire
$238K
SIC
757
Sigma Investment Counselors
Michigan
$238K
ML
758
MLP3 LLC
New Jersey
$238K
B
759
Bayban
Minnesota
$237K
DWM
760
Dakota Wealth Management
Florida
$237K
1IA
761
1834 Investment Advisors
Wisconsin
$235K
RT
762
Rockland Trust
Massachusetts
$235K
AIM
763
Anchor Investment Management
South Carolina
$235K
PAS
764
Professional Advisory Services
Florida
$234K
RFW
765
Rainier Family Wealth
Washington
$233K
TWA
766
TCI Wealth Advisors
Arizona
$233K
GS
767
GWN Securities
Florida
$227K
MEAC
768
M.E. Allison & Co
Texas
$227K
FCMA
769
Foresight Capital Management Advisors
Michigan
$226K
SA
770
Sovran Advisors
California
$225K
CA
771
CGN Advisors
Kansas
$224K
WJWM
772
Williams Jones Wealth Management
New York
$222K
GCA
773
Genesee Capital Advisors
New York
$222K
CTC
774
Central Trust Company
Missouri
$221K
BF
775
Blankinship & Foster
California
$218K