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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
RWM
1076
RMG Wealth Management
Wisconsin
-$28.1K -300 Closed
CP
1077
Covenant Partners
Tennessee
-$53.3K -294 Closed
Group One Trading
1078
Group One Trading
Illinois
-$50.9K -281 Closed
EBA
1079
Eagle Bay Advisors
New York
-$37K -204 Closed
WPA
1080
Wealth Preservation Advisors
Tennessee
-$27.2K -150 Closed
EW
1081
Elyxium Wealth
California
-$18.1K -100 Closed
Qube Research & Technologies (QRT)
1082
Qube Research & Technologies (QRT)
United Kingdom
-$14.1K -78 Closed
CIA
1083
Cape Investment Advisory
Georgia
-$13.8K -76 Closed
WWA
1084
Wealth Watch Advisors
Colorado
-$12.5K -69 Closed
PSFG
1085
Park Square Financial Group
Georgia
-$8.87K -54 Closed
TPBG
1086
Turning Point Benefit Group
Maryland
-$8.88K -49 Closed
CRI
1087
Commonwealth Retirement Investments
Virginia
-$8.15K -45 Closed
1NWS
1088
1 North Wealth Services
Maryland
-$7.25K -40 Closed
EPG
1089
Estate Planners Group
Pennsylvania
-$4.73K -26 Closed
MA
1090
Modus Advisors
Minnesota
-$3.62K -20 Closed
AWA
1091
Acumen Wealth Advisors
Tennessee
-$2.54K -14 Closed
CWP
1092
Concord Wealth Partners
Virginia
-$2.06K -11 Closed
GAFA
1093
Garton & Associates Financial Advisors
Kentucky
-$1.81K -10 Closed
RG
1094
RHL Group
Michigan
-$725 -4 Closed
CFS
1095
Compass Financial Services
Iowa
-$552 -3 Closed