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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
IIA
801
IPG Investment Advisors
California
$186K
UBS AM
802
UBS AM
Illinois
$185K
CWM
803
Copia Wealth Management
Oregon
$184K
RFP
804
Root Financial Partners
California
$184K
WETS
805
Wealth Enhancement Trust Services
South Dakota
$183K
WIM
806
Westside Investment Management
California
$183K
CT
807
Clearstead Trust
Maine
$179K
RP
808
Rice Partnership
Hawaii
$178K
SMA
809
Sage Mountain Advisors
Georgia
$175K
WTA
810
Washington Trust Advisors
Massachusetts
$175K
WA
811
Walsh & Associates
Florida
$169K
AA
812
Addison Advisors
Vermont
$167K
CTWM
813
Cherry Tree Wealth Management
Minnesota
$160K
SC
814
SouthState Corp
Florida
$156K
TWM
815
Topsail Wealth Management
North Carolina
$156K
PS
816
Pinney & Scofield
Massachusetts
$154K
RTL
817
Red Tortoise LLC
Georgia
$150K
VAI
818
Vanguard Advisers Inc
Pennsylvania
$150K
M
819
MOTCO
Texas
$148K
AIP
820
Ameritas Investment Partners
Nebraska
$148K
WP
821
WealthShield Partners
North Carolina
$146K
JSAM
822
J. Safra Asset Management
New York
$144K
GWM
823
Grand Wealth Management
Michigan
$143K
BW
824
Basepoint Wealth
Iowa
$143K
TIM
825
Thompson Investment Management
Wisconsin
$143K