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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
HI
151
Harbour Investments
Wisconsin
$6.6M +$442K +2,284 +7%
SF
152
Summit Financial
New Jersey
$6.6M -$4.2M -21,706 -38%
ZBNA
153
Zions Bancorporation, National Association
Utah
$6.53M -$20.1M -104,081 -75%
IFO
154
Independent Family Office
New York
$6.52M -$37.6K -194 -0.6%
SCM
155
Sterling Capital Management
North Carolina
$6.36M +$2.87M +14,844 +79%
IIC
156
Integrated Investment Consultants
Michigan
$6.36M -$762K -3,936 -11%
VVP
157
Venture Visionary Partners
Ohio
$6.25M -$41.6K -215 -0.6%
TWC
158
TD Waterhouse Canada
Ontario, Canada
$6.13M -$4.38M -22,618 -41%
TD Asset Management
159
TD Asset Management
Ontario, Canada
$6.1M -$4.38M -22,616 -41%
XF
160
XML Financial
Maryland
$6.08M -$20.7K -107 -0.3%
TAM
161
Titleist Asset Management
Texas
$6.05M +$50.1K +259 +0.8%
GT
162
Glenmede Trust
Pennsylvania
$5.87M +$5.03K +26 +0.1%
BCM
163
Brookstone Capital Management
Illinois
$5.84M +$150K +774 +3%
BF
164
Brooklyn FI
New York
$5.83M -$278K -1,438 -4%
APP
165
Avantax Planning Partners
Iowa
$5.8M -$296K -1,530 -5%
FWI
166
Facet Wealth Inc
Maryland
$5.74M -$1.01M -5,224 -15%
RWP
167
RWA Wealth Partners
Massachusetts
$5.7M +$821K +4,239 +16%
NA
168
NewEdge Advisors
Louisiana
$5.65M +$1.66M +8,554 +40%
MAM
169
McLean Asset Management
Virginia
$5.63M -$9.87K -51 -0.2%
MKW
170
Mullaney, Keating & Wright
Connecticut
$5.6M -$43.4K -224 -0.8%
IW
171
Instrumental Wealth
Florida
$5.46M +$170K +876 +3%
MML Investors Services
172
MML Investors Services
Massachusetts
$5.46M -$852K -4,402 -13%
FSWA
173
Financial Synergies Wealth Advisors
Texas
$5.44M +$13.9K +72 +0.3%
Hudson Bay Capital Management
174
Hudson Bay Capital Management
Connecticut
$5.36M +$5.16M +26,651 +1,643%
SCP
175
Stevens Capital Partners
Nebraska
$5.35M +$309K +1,596 +6%