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iShares Russell 2000 Value ETF

1,009 hedge funds and large institutions have $9.01B 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, 359 reducing their positions, and 72 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: $ → $

2.47% less ownership

Funds ownership: 74.55%72.08% (-2.5%)

3% less funds holding

Funds holding: 1,0371,009 (-28)

19% less repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 359

Holders
1,009
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
DCM
826
Dorato Capital Management
Colorado
$130K
AWM
827
Angeles Wealth Management
California
$129K
LI
828
LRI Investments
Florida
$129K
GBT
829
Grove Bank & Trust
Florida
$125K
SWIM
830
Smallwood Wealth Investment Management
New Jersey
$125K
JFG
831
JDM Financial Group
Texas
$124K
NWM
832
Navigoe Wealth Management
California
$124K
WPA
833
West Paces Advisors
Georgia
$123K
SS
834
Sunbelt Securities
Texas
$117K
EWM
835
EPG Wealth Management
Georgia
$116K
BLC
836
Brown, Lisle/Cummings
Rhode Island
$115K
NL
837
NVWM LLC
Pennsylvania
$114K
CMP
838
Coston McIsaac & Partners
Maine
$113K
AFC
839
Ares Financial Consulting
California
$110K
CFD
840
Creative Financial Designs
Indiana
$106K
BIAS
841
Beacon Investment Advisory Services
New Jersey
$105K
CIAS
842
Capital Investment Advisory Services
North Carolina
$104K
CB
843
CNB Bank
Pennsylvania
$104K
CSB
844
City State Bank
Iowa
$99.2K
MCM
845
Manchester Capital Management
Vermont
$99.2K
Belvedere Trading
846
Belvedere Trading
Illinois
$98.4K
William Blair Investment Management
847
William Blair Investment Management
Illinois
$95.2K
SFFS
848
Stonehage Fleming Financial Services
Jersey
$92.7K
3IP
849
3Chopt Investment Partners
Virginia
$92K
BL
850
Balentine LLC
Georgia
$91K