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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
BH
1001
Burk Holdings
Oklahoma
$4.93K +$5.03K +26 New
CCM
1002
Chilton Capital Management
Texas
$4.55K +$4.65K +24 New
LAMC
1003
Longview Asset Management (California)
California
$4.17K
HPBT
1004
Hickory Point Bank & Trust
Illinois
$4.17K +$4.26K +22 New
GSEP
1005
Golden State Equity Partners
California
$4.11K +$4.07K +21 New
HFS
1006
Hantz Financial Services
Michigan
$4K
DWP
1007
Destiny Wealth Partners
Florida
$3.98K +$4.07K +21 New
BCPWM
1008
Bradley & Co Private Wealth Management
Florida
$3.6K
GF
1009
GGM Financials
Ohio
$3.6K +$3.68K +19 New
CW
1010
Curio Wealth
Maryland
$3.29K -$228K -1,178 -99%
MEG
1011
Millstone Evans Group
Colorado
$3.03K
GPFA
1012
Game Plan Financial Advisors
Ohio
$2.84K -$1.94K -10 -40%
VDBMI
1013
Van Den Berg Management I
Texas
$2.84K
NRC
1014
New Republic Capital
North Carolina
$2.66K
ACM
1015
Accent Capital Management
Ohio
$2.46K +$2.52K +13 New
DF
1016
DecisionPoint Financial
Arizona
$2.28K -$12.8K -66 -85%
VWA
1017
VSM Wealth Advisory
Maryland
$1.71K +$1.74K +9 New
SIS
1018
Sound Income Strategies
Florida
$1.52K
BIA
1019
Bell Investment Advisors
California
$759
KG
1020
Kilter Group
New York
$759
TBFA
1021
Three Bearings Fiduciary Advisors
New Hampshire
$759
NRG
1022
Nemes Rush Group
Michigan
$758
AWM
1023
Activest Wealth Management
Florida
$569
SIC
1024
SJS Investment Consulting
Ohio
$569 +$581 +3 New
QWM
1025
Quaker Wealth Management
New Jersey
$190