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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
PPC
976
Park Place Capital
Alabama
$10.4K -$7.36K -38 -41%
OL
977
one8zero8 LLC
North Carolina
$10.4K
JGIA
978
Jackson Grant Investment Advisers
Connecticut
$10.1K +$3.68K +19 +56%
CIR
979
Clear Investment Research
Georgia
$10K +$10.3K +53 New
FC
980
Financial Consulate
Maryland
$9.67K
EPAM
981
Evelyn Partners Asset Management
$9.48K
TFA
982
Transamerica Financial Advisors
Florida
$9.29K +$9.48K +49 New
ME
983
McIlrath & Eck
Washington
$9K
RCM
984
Richardson Capital Management
Wisconsin
$8.53K
CFP
985
Comprehensive Financial Planning
Pennsylvania
$8.39K
HWP
986
Highline Wealth Partners
California
$8.38K
KFP
987
Kerr Financial Planning
California
$8.05K
AEPWM
988
Atlantic Edge Private Wealth Management
Florida
$7.96K
TLCM
989
Twin Lakes Capital Management
California
$7.58K
DF
990
Dunhill Financial
United Kingdom
$7.02K -$5.42K -28 -43%
SRCM
991
Signature Resources Capital Management
California
$7.01K
FAI
992
Fiduciary Advisors Inc
Missouri
$6.64K
TSMHT
993
Thurston Springer Miller Herd & Titak
Indiana
$6.63K -$98.1K -507 -94%
RF
994
Robinswood Financial
Washington
$6.56K +$6.58K +34 New
BIM
995
Breakwater Investment Management
Washington
$5.88K
NWMP
996
Noble Wealth Management PBC
Colorado
$5.69K
TPWA
997
Twin Peaks Wealth Advisors
California
$5.69K +$5.81K +30 New
LWMI
998
Legacy Wealth Management (Idaho)
Idaho
$5.31K -$8.32K -43 -61%
GGI
999
Godsey & Gibb Inc
Virginia
$5.12K -$2.9K -15 -36%
MWA
1000
Medallion Wealth Advisors
Connecticut
$5.12K