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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
MTWSIF
126
Mivtachim The Workers Social Insurance Fund
Israel
$9.57M +$9.78M +50,500 New
EWA
127
EverSource Wealth Advisors
Alabama
$9.4M +$9.39M +48,506 +4,450%
VCM
128
Viewpoint Capital Management
Washington
$9.15M +$132K +683 +1%
HWM
129
HB Wealth Management
Georgia
$8.94M +$24.4K +126 +0.3%
ITB
130
Idaho Trust Bank
Idaho
$8.49M +$2.18M +11,275 +34%
PGFC
131
Peapack-Gladstone Financial Corp
New Jersey
$8.27M -$183K -944 -2%
Mirae Asset Global Investments
132
Mirae Asset Global Investments
South Korea
$8.23M +$8.23M +42,500 +4,722%
FGA
133
Fortis Group Advisors
New Jersey
$8.14M +$4.2M +21,692 +124%
HW
134
Hancock Whitney
Mississippi
$8.05M +$113K +582 +2%
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$8M +$363K +1,873 +5%
CWA
136
CM Wealth Advisors
Ohio
$7.8M +$930K +4,802 +13%
BAAM
137
Baker Avenue Asset Management
California
$7.79M +$7.96M +41,106 New
SA
138
Sanctuary Advisors
Indiana
$7.66M +$241K +1,243 +3%
OCM
139
One Capital Management
California
$7.54M -$291K -1,501 -4%
LA
140
LWM Advisors
California
$7.35M +$120K +622 +2%
UAS
141
United Asset Strategies
New York
$7.33M +$10.8K +56 +0.1%
OE
142
OFS Enterprise
Nebraska
$7.26M +$7.42M +38,307 New
Boston Partners
143
Boston Partners
Massachusetts
$7.17M -$5.28M -27,284 -42%
RA
144
Royce & Associates
New York
$7.1M +$3.05M +15,764 +73%
FWMM
145
Foundation Wealth Management (Missouri)
Missouri
$7.01M -$67.9K -351 -0.9%
MI
146
Moneywise Inc
Virginia
$6.85M +$7M +36,154 New
Prudential Financial
147
Prudential Financial
New Jersey
$6.79M +$212K +1,095 +3%
IC
148
IEQ Capital
California
$6.76M -$1.22M -6,303 -15%
DSA
149
Droms Strauss Advisors
Missouri
$6.68M +$182K +942 +3%
SBH
150
Segall Bryant & Hamill
Illinois
$6.66M -$1.52M -7,872 -18%