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iShares Russell 2000 Value ETF

1,025 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 81 funds opening new positions, 295 increasing their positions, 363 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 1,0401,025 (-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
1,025
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16.6M
Puts
$12.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
Harbour Investments
Wisconsin
$6.6M
SF
152
Summit Financial
New Jersey
$6.6M
ZBNA
153
Zions Bancorporation, National Association
Utah
$6.53M
IFO
154
Independent Family Office
New York
$6.52M
SCM
155
Sterling Capital Management
North Carolina
$6.36M
IIC
156
Integrated Investment Consultants
Michigan
$6.36M
VVP
157
Venture Visionary Partners
Ohio
$6.25M
TWC
158
TD Waterhouse Canada
Ontario, Canada
$6.13M
TD Asset Management
159
TD Asset Management
Ontario, Canada
$6.1M
XF
160
XML Financial
Maryland
$6.08M
TAM
161
Titleist Asset Management
Texas
$6.05M
GT
162
Glenmede Trust
Pennsylvania
$5.87M
BCM
163
Brookstone Capital Management
Illinois
$5.84M
BF
164
Brooklyn FI
New York
$5.83M
APP
165
Avantax Planning Partners
Iowa
$5.8M
FWI
166
Facet Wealth Inc
Maryland
$5.74M
RWP
167
RWA Wealth Partners
Massachusetts
$5.7M
NA
168
NewEdge Advisors
Louisiana
$5.65M
MAM
169
McLean Asset Management
Virginia
$5.63M
MKW
170
Mullaney, Keating & Wright
Connecticut
$5.6M
IW
171
Instrumental Wealth
Florida
$5.46M
MML Investors Services
172
MML Investors Services
Massachusetts
$5.46M
FSWA
173
Financial Synergies Wealth Advisors
Texas
$5.44M
Hudson Bay Capital Management
174
Hudson Bay Capital Management
Connecticut
$5.36M
SCP
175
Stevens Capital Partners
Nebraska
$5.35M