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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
JWCA
1051
J.W. Cole Advisors
Florida
-$303K -1,949 Closed
AIM
1052
Advyzon Investment Management
Illinois
-$333K -1,839 Closed
WHG
1053
Westwood Holdings Group
Texas
-$328K -1,810 Closed
Financial Engines Advisors
1054
Financial Engines Advisors
California
-$321K -1,771 Closed
AWA
1055
Arete Wealth Advisors
Illinois
-$284K -1,567 Closed
NWA
1056
Navis Wealth Advisors
New York
-$272K -1,500 Closed
WWM
1057
Westwood Wealth Management
California
-$259K -1,430 Closed
HF
1058
HRT Financial
New York
-$235K -1,301 Closed
Capstone Investment Advisors
1059
Capstone Investment Advisors
New York
-$224K -1,235 Closed
CNTOF
1060
Canandaigua National Trust of Florida
New York
-$217K -1,195 Closed
RYIA
1061
Roehl & Yi Investment Advisors
Oregon
-$211K -1,165 Closed
TP
1062
Tranquility Partners
Tennessee
-$208K -1,148 Closed
AWA
1063
Asempa Wealth Advisors
Louisiana
-$206K -1,135 Closed
WT
1064
Washington Trust
Rhode Island
-$205K -1,131 Closed
SFS
1065
Sowell Financial Services
Arkansas
-$203K -1,122 Closed
Bank of Nova Scotia
1066
Bank of Nova Scotia
Ontario, Canada
-$201K -1,110 Closed
SG Americas Securities
1067
SG Americas Securities
New York
-$158K -870 Closed
FDCP
1068
Foster Dykema Cabot & Partners
Massachusetts
-$146K -807 Closed
GKIM
1069
GW&K Investment Management
Massachusetts
-$143K -789 Closed
CAM
1070
Columbia Asset Management
Michigan
-$117K -646 Closed
EB
1071
Eastern Bank
Massachusetts
-$68K -375 Closed
IIM
1072
IFC & Insurance Marketing
California
-$61K -339 Closed
FHA
1073
Flagship Harbor Advisors
Massachusetts
-$59.8K -330 Closed
HA
1074
Heartland Advisors
Wisconsin
-$57.6K -318 Closed
CAM
1075
Close Asset Management
United Kingdom
-$54K -300 Closed