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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
RFS
951
Richardson Financial Services
Massachusetts
$16.9K -$3.48K -18 -17%
CA
952
CoreCap Advisors
Michigan
$16.7K +$4.07K +21 +31%
QC
953
Quent Capital
New York
$16.4K
WOSD
954
WFA of San Diego
California
$16.1K
TCWA
955
Turtle Creek Wealth Advisors
Texas
$16.1K +$16.5K +85 New
PWA
956
Provenance Wealth Advisors
Florida
$15.4K
MASM
957
MH & Associates Securities Management
California
$15K
DWM
958
Darwin Wealth Management
Florida
$15K +$194 +1 +1%
MFA
959
Morling Financial Advisors
California
$14.8K
GFA
960
Godfrey Financial Associates
New York
$14.5K +$581 +3 +4%
MIA
961
Milestone Investment Advisors
Wisconsin
$14.4K
FG
962
Fairman Group
Pennsylvania
$13.7K
WWM
963
Wolff Wiese Magana
California
$13.7K
MBFW
964
Morton Brown Family Wealth
Pennsylvania
$13.3K
PIP
965
Peachtree Investment Partners
Florida
$13K
FLP
966
Financial Life Planners
Arizona
$12.7K +$13K +67 New
FDW
967
Fourth Dimension Wealth
Ohio
$12.3K
FFA
968
Founders Financial Alliance
North Carolina
$12K +$581 +3 +5%
VWM
969
Valley Wealth Managers
New Jersey
$11.9K
VR
970
Vision Retirement
New Jersey
$11.8K
MSFP
971
Mark Sheptoff Financial Planning
Connecticut
$11.3K
AG
972
AmeriFlex Group
Nevada
$11K
NG
973
NWK Group
California
$10.8K
SIC
974
Salem Investment Counselors
North Carolina
$10.8K +$11K +57 New
NL
975
NorthAvenue LLC
Ohio
$10.6K