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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
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$12.3M +$185K +957 +1%
Jane Street
102
Jane Street
New York
$12.3M +$9.42M +48,654 +296%
SCM
103
Shapiro Capital Management
Georgia
$11.9M +$1.87M +9,635 +18%
TRCT
104
Tower Research Capital (TRC)
New York
$11.7M +$9.38M +48,445 +365%
CAM
105
Cresset Asset Management
Illinois
$11.6M +$1.44M +7,458 +14%
SCG
106
Sonata Capital Group
Washington
$11.6M -$59.4K -307 -0.5%
HIA
107
Harbor Investment Advisory
Maryland
$11.4M -$70.7K -365 -0.6%
SI
108
Stephens Inc
Arkansas
$11.2M +$1.14M +5,879 +11%
LFWA
109
LBJ Family Wealth Advisors
Texas
$11.2M -$306K -1,579 -3%
FHC
110
First Horizon Corporation
Tennessee
$11.1M +$730K +3,773 +7%
LI
111
Leeward Investments
Massachusetts
$10.7M -$243K -1,256 -2%
FPAS
112
Focus Partners Advisor Solutions
Missouri
$10.7M -$614K -3,174 -5%
EWA
113
EP Wealth Advisors
California
$10.7M -$345K -1,784 -3%
GS
114
GTS Securities
New York
$10.5M +$7.21M +37,229 +204%
William Blair & Company
115
William Blair & Company
Illinois
$10.4M +$15.7K +81 +0.1%
KeyBank National Association
116
KeyBank National Association
Ohio
$10.3M -$684K -3,531 -6%
D.E. Shaw & Co
117
D.E. Shaw & Co
New York
$10.3M +$8.44M +43,603 +412%
CG
118
Corundum Group
Colorado
$10.1M -$69.9K -361 -0.7%
KAS
119
Kestra Advisory Services
Texas
$10.1M -$171K -881 -2%
RFA
120
RTD Financial Advisors
Pennsylvania
$10.1M -$420K -2,169 -4%
EH
121
Equitable Holdings
New York
$10.1M +$6.11M +31,577 +132%
NG
122
Navigation Group
California
$9.99M +$10.2M +52,684 New
MWM
123
Marion Wealth Management
Pennsylvania
$9.87M -$139K -716 -1%
RFM
124
Royal Fund Management
Florida
$9.8M +$7.63M +39,407 New
CBU
125
CIBC Bancorp USA
Illinois
$9.71M +$9.91M +51,196 New