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iShares Russell 2000 Value ETF

1,009 hedge funds and large institutions have $9.01B invested in iShares Russell 2000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 290 increasing their positions, 359 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

2.47% less ownership

Funds ownership: 74.55%72.08% (-2.5%)

3% less funds holding

Funds holding: 1,0371,009 (-28)

19% less repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 359

Holders
1,009
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.6M
Puts
$12.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1026
Axxcess Wealth Management
California
LTAS
1027
Linden Thomas Advisory Services
North Carolina
VAS
1028
Vestmark Advisory Solutions
Massachusetts
SCM
1029
SOL Capital Management
Maryland
WP
1030
WealthPLAN Partners
Nebraska
LCGC
1031
Legacy Capital Group California
California
WA
1032
Wasatch Advisors
Utah
WA
1033
Wealth Alliance
New York
CCG
1034
Coastwise Capital Group
California
CNBOF
1035
City National Bank of Florida
Florida
JWCA
1036
J.W. Cole Advisors
Florida
AIM
1037
Advyzon Investment Management
Illinois
WHG
1038
Westwood Holdings Group
Texas
Financial Engines Advisors
1039
Financial Engines Advisors
California
AWA
1040
Arete Wealth Advisors
Illinois
NWA
1041
Navis Wealth Advisors
New York
WWM
1042
Westwood Wealth Management
California
HF
1043
HRT Financial
New York
Capstone Investment Advisors
1044
Capstone Investment Advisors
New York
CNTOF
1045
Canandaigua National Trust of Florida
New York
RYIA
1046
Roehl & Yi Investment Advisors
Oregon
TP
1047
Tranquility Partners
Tennessee
AWA
1048
Asempa Wealth Advisors
Louisiana
WT
1049
Washington Trust
Rhode Island
SFS
1050
Sowell Financial Services
Arkansas