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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
WAG
851
Windsor Advisory Group
Ohio
$89.9K
MSG
852
Main Street Group
Virginia
$88.8K
FUBT
853
First United Bank & Trust
Maryland
$85.3K
AP
854
Atwood & Palmer
Missouri
$83.2K
CJ
855
Caitlin John
Michigan
$82.9K
SWP
856
Strategic Wealth Partners
Ohio
$80.8K
SWM
857
SHP Wealth Management
Massachusetts
$79.2K
MG
858
MilWealth Group
Wisconsin
$79.1K
FFA
859
Frazier Financial Advisors
Ohio
$78.3K
KCM
860
Key Capital Management
Tennessee
$77.7K
SWA
861
SOA Wealth Advisors
New York
$76.3K
DCU
862
Dara Capital US
Florida
$75.8K
SA
863
Seneschal Advisors
Washington
$75.8K
HWA
864
HHM Wealth Advisors
Tennessee
$75.8K
FP
865
Financial Perspectives
Minnesota
$74.9K
MAM
866
Marquette Asset Management
Minnesota
$74.5K
PWMG
867
Private Wealth Management Group
New Jersey
$73.9K
GCM
868
Gunpowder Capital Management
Maryland
$73.4K
CB
869
Community Bank
New York
$72.8K
CMA
870
Cedar Mountain Advisors
Oregon
$70K
CA
871
Crewe Advisors
Utah
$66.9K
BFPW
872
BOK Financial Private Wealth
Colorado
$66.4K
CAL
873
Capital Advisors Ltd
Ohio
$66K
BA
874
Ballast Advisors
Minnesota
$64K
RBC
875
Roble Belko & Company
Pennsylvania
$64K