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iShares Russell 2000 Value ETF

1,015 hedge funds and large institutions have $9.03B invested in iShares Russell 2000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 361 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% less funds holding

Funds holding: 1,0381,015 (-23)

2.35% less ownership

Funds ownership: 74.6%72.24% (-2.4%)

19% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 361

Holders
1,015
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
KF
801
K2 Financial
California
$201K
CF
802
Centaurus Financial
California
$201K
CM
803
Castleark Management
Illinois
$201K
RIL
804
Rothschild Investment LLC
Illinois
$197K
IAIM
805
International Assets Investment Management
Florida
$196K
IIA
806
IPG Investment Advisors
California
$186K
UBS AM
807
UBS AM
Illinois
$185K
CWM
808
Copia Wealth Management
Oregon
$184K
RFP
809
Root Financial Partners
California
$184K
WETS
810
Wealth Enhancement Trust Services
South Dakota
$183K
WIM
811
Westside Investment Management
California
$183K
CT
812
Clearstead Trust
Maine
$179K
RP
813
Rice Partnership
Hawaii
$178K
SMA
814
Sage Mountain Advisors
Georgia
$175K
WTA
815
Washington Trust Advisors
Massachusetts
$175K
WA
816
Walsh & Associates
Florida
$169K
AA
817
Addison Advisors
Vermont
$167K
CTWM
818
Cherry Tree Wealth Management
Minnesota
$160K
SC
819
SouthState Corp
Florida
$156K
TWM
820
Topsail Wealth Management
North Carolina
$156K
PS
821
Pinney & Scofield
Massachusetts
$154K
RTL
822
Red Tortoise LLC
Georgia
$150K
VAI
823
Vanguard Advisers Inc
Pennsylvania
$150K
M
824
MOTCO
Texas
$148K
AIP
825
Ameritas Investment Partners
Nebraska
$148K