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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
WP
826
WealthShield Partners
North Carolina
$146K
JSAM
827
J. Safra Asset Management
New York
$144K
GWM
828
Grand Wealth Management
Michigan
$143K
BW
829
Basepoint Wealth
Iowa
$143K
TIM
830
Thompson Investment Management
Wisconsin
$143K
C
831
Certuity
Florida
$138K
DCM
832
Dorato Capital Management
Colorado
$130K
AWM
833
Angeles Wealth Management
California
$129K
LI
834
LRI Investments
Florida
$129K
GBT
835
Grove Bank & Trust
Florida
$125K
SWIM
836
Smallwood Wealth Investment Management
New Jersey
$125K
JFG
837
JDM Financial Group
Texas
$124K
NWM
838
Navigoe Wealth Management
California
$124K
WPA
839
West Paces Advisors
Georgia
$123K
SS
840
Sunbelt Securities
Texas
$117K
EWM
841
EPG Wealth Management
Georgia
$116K
BLC
842
Brown, Lisle/Cummings
Rhode Island
$115K
NL
843
NVWM LLC
Pennsylvania
$114K
CMP
844
Coston McIsaac & Partners
Maine
$113K
AFC
845
Ares Financial Consulting
California
$110K
CFD
846
Creative Financial Designs
Indiana
$106K
BIAS
847
Beacon Investment Advisory Services
New Jersey
$105K
CIAS
848
Capital Investment Advisory Services
North Carolina
$104K
CB
849
CNB Bank
Pennsylvania
$104K
CSB
850
City State Bank
Iowa
$99.2K