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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
GVCM
801
Global View Capital Management
Wisconsin
$206K +$210K +1,085 New
VP
802
Verum Partners
North Carolina
$205K -$117K -606 -36%
WHCFA
803
William Howard & Co Financial Advisors
Tennessee
$205K -$40.3K -208 -16%
CG
804
Caprock Group
Idaho
$202K +$206K +1,065 New
CPG
805
Cornerstone Planning Group
New Jersey
$202K +$9.1K +47 +5%
BP
806
Ballentine Partners
Massachusetts
$201K +$205K +1,061 New
KF
807
K2 Financial
California
$201K +$189K +975 New
CF
808
Centaurus Financial
California
$201K
CM
809
Castleark Management
Illinois
$201K -$44.5K -230 -18%
RIL
810
Rothschild Investment LLC
Illinois
$197K
IAIM
811
International Assets Investment Management
Florida
$196K
IIA
812
IPG Investment Advisors
California
$186K +$190K +981 New
UBS AM
813
UBS AM
Illinois
$185K +$146K +756 +344%
CWM
814
Copia Wealth Management
Oregon
$184K
RFP
815
Root Financial Partners
California
$184K +$130K +673 +225%
WETS
816
Wealth Enhancement Trust Services
South Dakota
$183K -$4.07K -21 -2%
WIM
817
Westside Investment Management
California
$183K +$4.84K +25 +3%
CT
818
Clearstead Trust
Maine
$179K
RP
819
Rice Partnership
Hawaii
$178K
SMA
820
Sage Mountain Advisors
Georgia
$175K
WTA
821
Washington Trust Advisors
Massachusetts
$175K
WA
822
Walsh & Associates
Florida
$169K
AA
823
Addison Advisors
Vermont
$167K
CTWM
824
Cherry Tree Wealth Management
Minnesota
$160K -$38.9K -201 -19%
SC
825
SouthState Corp
Florida
$156K +$6K +31 +4%