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iShares Russell 2000 Value ETF

1,026 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 82 funds opening new positions, 295 increasing their positions, 363 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $12.7M

17% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 70

0% more funds holding in top 10

Funds holding in top 10: 2424 (0)

1% less capital invested

Capital invested by funds: $9.14B → $9.05B (-$89.2M)

1% less funds holding

Funds holding: 1,0411,026 (-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
1,026
Holders Change
-15
Holders Change %
-1.44%
% of All Funds
12.64%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
82
Increased
295
Reduced
363
Closed
70
Calls
$16.6M
Puts
$12.7M
Net Calls
+$3.85M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
926
Barrett & Company
Rhode Island
$30.1K
PCTC
927
Perkins Coie Trust Company
Washington
$29.4K
HDIM
928
Hanson & Doremus Investment Management
Vermont
$29K
DIP
929
DT Investment Partners
Pennsylvania
$28.4K
IRC
930
Investors Research Corp
Georgia
$27.9K -$581 -3 -2%
HB
931
Horizon Bancorp
Indiana
$27K
GEA
932
Glen Eagle Advisors
New Jersey
$26K
PP
933
Pacifica Partners
Canada
$26K
PFSC
934
Peoples Financial Services Corp
Pennsylvania
$25.8K +$26.3K +136 New
AIA
935
Armor Investment Advisors
North Carolina
$24.6K
DFA
936
DHJJ Financial Advisors
Illinois
$23.9K
VIP
937
Vista Investment Partners
Oklahoma
$22.8K
BFP
938
Birchwood Financial Partners
Minnesota
$21.9K
OA
939
Operose Advisors
Wisconsin
$20.3K -$8.71K -45 -30%
BWA
940
Basecamp Wealth Advisors
Washington
$20.2K +$20.7K +107 New
FMTCOCP
941
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K -$32.9K -170 -62%
AWM
942
Abound Wealth Management
Tennessee
$19.4K
KFAS
943
Keating Financial Advisory Services
Kansas
$19.3K
SN
944
Sittner & Nelson
Oregon
$19.1K
BHWM
945
Beaird Harris Wealth Management
Texas
$19K
RMC
946
Resources Management Corp
Connecticut
$19K
ACA
947
American Capital Advisory
Idaho
$19K
CBT
948
Crews Bank & Trust
Florida
$19K
HWM
949
Horizons Wealth Management
North Carolina
$19K
GWP
950
Gen-Wealth Partners
Michigan
$17.3K