We are live on ! Find out more
IWN icon

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
FTUS
76
Flow Traders U.S.
New York
$17.8M +$12.3M +63,470 +207%
PFPG
77
Pinnacle Financial Partners (Georgia)
Georgia
$17.5M +$18.6K +96 +0.1%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$17.4M +$389K +2,012 +2%
SAM
79
Silvercrest Asset Management
New York
$17.3M -$23.1M -119,430 -57%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$17.2M +$17.2M +88,665 +4,139%
Creative Planning
81
Creative Planning
Kansas
$17M +$378K +1,952 +2%
AllianceBernstein
82
AllianceBernstein
Tennessee
$16.8M -$668K -3,449 -4%
FT
83
Fiduciary Trust
Massachusetts
$16.7M -$168K -868 -1%
SC
84
Savant Capital
Illinois
$16.1M -$48.2K -249 -0.3%
TSW
85
Thompson Siegel & Walmsley
Virginia
$15.9M -$1.32M -6,824 -8%
BPA
86
Beacon Pointe Advisors
California
$15.5M +$3.98M +20,543 +34%
AL
87
Aspiriant LLC
California
$15.1M -$490K -2,532 -3%
WA
88
Waverly Advisors
Alabama
$15.1M -$71.8K -371 -0.5%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$14.4M +$3.46M +17,879 +31%
WANY
90
Wealthspire Advisors (New York)
New York
$14.4M -$297K -1,533 -2%
Franklin Resources
91
Franklin Resources
California
$14M +$3.81M +19,661 +36%
MGIA
92
Moneta Group Investment Advisors
Missouri
$13.6M -$153K -789 -1%
HWA
93
Hillcrest Wealth Advisors
New Jersey
$13.4M +$53.2K +275 +0.4%
Fuller & Thaler Asset Management
94
Fuller & Thaler Asset Management
California
$13.3M -$15.5M -79,837 -53%
Two Sigma Investments
95
Two Sigma Investments
New York
$13.1M +$6.29M +32,478 +89%
Stifel Financial
96
Stifel Financial
Missouri
$13M -$1.4M -7,247 -10%
SEM
97
Strategic Equity Management
Arizona
$13M +$13.3M +68,553 New
B
98
Bailard
California
$12.8M -$279K -1,442 -2%
TIAA Trust, National Association
99
TIAA Trust, National Association
North Carolina
$12.7M -$519M -2,681,385 -98%
AI
100
Ariel Investments
Illinois
$12.4M +$6.22M +32,136 +96%