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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
Marshall Wace
1026
Marshall Wace
United Kingdom
-$14.2M -78,224 Closed
TI
1027
Tidal Investments
Wisconsin
-$7.74M -42,733 Closed
PSAMP
1028
P. Schoenfeld Asset Management (PSAM)
New York
-$4.98M -27,500 Closed
CF
1029
Cantor Fitzgerald
New York
-$4.02M -22,179 Closed
CIM
1030
Confluence Investment Management
Missouri
-$3.84M -21,203 Closed
CFO
1031
Callan Family Office
Pennsylvania
-$2.91M -16,059 Closed
SAM
1032
Synergy Asset Management
Washington
-$2.48M -13,705 Closed
TA
1033
TFB Advisors
Kansas
-$1.97M -10,848 Closed
PWS
1034
Peloton Wealth Strategists
Indiana
-$1.96M -10,799 Closed
PRCP
1035
Pacific Ridge Capital Partners
Oregon
-$1.31M -7,251 Closed
RRAM
1036
River Road Asset Management
Kentucky
-$1.28M -7,064 Closed
Renaissance Technologies
1037
Renaissance Technologies
New York
-$1.21M -6,700 Closed
N
1038
Nuveen
North Carolina
-$1.2M -6,625 Closed
MWM
1039
Moran Wealth Management
Florida
-$1.13M -6,223 Closed
AI
1040
Atom Investors
Texas
-$990K -5,461 Closed
AWM
1041
Axxcess Wealth Management
California
-$978K -5,398 Closed
LTAS
1042
Linden Thomas Advisory Services
North Carolina
-$954K -5,263 Closed
VAS
1043
Vestmark Advisory Solutions
Massachusetts
-$912K -5,031 Closed
SCM
1044
SOL Capital Management
Maryland
-$908K -5,010 Closed
WP
1045
WealthPLAN Partners
Nebraska
-$538K -2,968 Closed
LCGC
1046
Legacy Capital Group California
California
-$502K -2,773 Closed
WA
1047
Wasatch Advisors
Utah
-$501K -2,765 Closed
WA
1048
Wealth Alliance
New York
-$487K -2,686 Closed
CCG
1049
Coastwise Capital Group
California
-$381K -2,104 Closed
CNBOF
1050
City National Bank of Florida
Florida
-$362K -2,000 Closed