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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
RFW
776
Rainier Family Wealth
Washington
$233K +$238K +1,229 New
TWA
777
TCI Wealth Advisors
Arizona
$233K +$238K +1,228 New
GS
778
GWN Securities
Florida
$227K +$9.87K +51 +4%
MEAC
779
M.E. Allison & Co
Texas
$227K +$581 +3 +0.3%
FCMA
780
Foresight Capital Management Advisors
Michigan
$226K
SA
781
Sovran Advisors
California
$225K +$7.36K +38 +4%
CA
782
CGN Advisors
Kansas
$224K
WJWM
783
Williams Jones Wealth Management
New York
$222K +$227K +1,171 New
GCA
784
Genesee Capital Advisors
New York
$222K
CTC
785
Central Trust Company
Missouri
$221K
BF
786
Blankinship & Foster
California
$218K +$194 +1 +0.1%
PAM
787
Palisade Asset Management
Minnesota
$218K -$6.97K -36 -3%
BCI
788
Brinker Capital Investments
Pennsylvania
$216K -$1.55K -8 -0.7%
FDCDDQ
789
Federation des caisses Desjardins du Quebec
Quebec, Canada
$213K
CPW
790
Cove Private Wealth
New York
$211K
FCA
791
Fortis Capital Advisors
Kansas
$209K +$214K +1,104 New
FFO
792
Fortitude Family Office
Arizona
$209K
MFA
793
McClarren Financial Advisors
Pennsylvania
$209K +$213K +1,101 New
HPC
794
HM Payson & Co
Maine
$209K
Lazard Asset Management
795
Lazard Asset Management
New York
$209K
SCM
796
Schnieders Capital Management
California
$209K +$213K +1,100 New
VFG
797
V2 Financial group
Illinois
$209K +$213K +1,100 New
HIP
798
HUB Investment Partners
Texas
$208K +$212K +1,095 New
VIA
799
Victrix Investment Advisors
Florida
$207K +$212K +1,094 New
SDWMA
800
Schneider Downs Wealth Management Advisors
Pennsylvania
$207K +$211K +1,092 New