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iShares Russell 2000 Value ETF

1,025 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

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: $ → $

1% less funds holding

Funds holding: 1,0401,025 (-15)

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
1,025
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
GVCM
801
Global View Capital Management
Wisconsin
$206K
VP
802
Verum Partners
North Carolina
$205K
WHCFA
803
William Howard & Co Financial Advisors
Tennessee
$205K
CG
804
Caprock Group
Idaho
$202K
CPG
805
Cornerstone Planning Group
New Jersey
$202K
BP
806
Ballentine Partners
Massachusetts
$201K
KF
807
K2 Financial
California
$201K
CF
808
Centaurus Financial
California
$201K
CM
809
Castleark Management
Illinois
$201K
RIL
810
Rothschild Investment LLC
Illinois
$197K
IAIM
811
International Assets Investment Management
Florida
$196K
IIA
812
IPG Investment Advisors
California
$186K
UBS AM
813
UBS AM
Illinois
$185K
CWM
814
Copia Wealth Management
Oregon
$184K
RFP
815
Root Financial Partners
California
$184K
WETS
816
Wealth Enhancement Trust Services
South Dakota
$183K
WIM
817
Westside Investment Management
California
$183K
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
SC
825
SouthState Corp
Florida
$156K