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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
AFC
851
Ares Financial Consulting
California
$110K
CFD
852
Creative Financial Designs
Indiana
$106K
BIAS
853
Beacon Investment Advisory Services
New Jersey
$105K
CIAS
854
Capital Investment Advisory Services
North Carolina
$104K
CB
855
CNB Bank
Pennsylvania
$104K
FWA
856
Flagship Wealth Advisors
Massachusetts
$102K
CBT
857
CoreFirst Bank & Trust
Kansas
$99.5K
CSB
858
City State Bank
Iowa
$99.2K
MCM
859
Manchester Capital Management
Vermont
$99.2K
Belvedere Trading
860
Belvedere Trading
Illinois
$98.4K
William Blair Investment Management
861
William Blair Investment Management
Illinois
$95.2K
SFFS
862
Stonehage Fleming Financial Services
Jersey
$92.7K
3IP
863
3Chopt Investment Partners
Virginia
$92K
BL
864
Balentine LLC
Georgia
$91K
WAG
865
Windsor Advisory Group
Ohio
$89.9K
MSG
866
Main Street Group
Virginia
$88.8K
FUBT
867
First United Bank & Trust
Maryland
$85.3K
AP
868
Atwood & Palmer
Missouri
$83.2K
CJ
869
Caitlin John
Michigan
$82.9K
SWP
870
Strategic Wealth Partners
Ohio
$80.8K
SWM
871
SHP Wealth Management
Massachusetts
$79.2K
MG
872
MilWealth Group
Wisconsin
$79.1K
FFA
873
Frazier Financial Advisors
Ohio
$78.3K
KCM
874
Key Capital Management
Tennessee
$77.7K
SWA
875
SOA Wealth Advisors
New York
$76.3K