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iShares Russell 2000 Value ETF

1,009 hedge funds and large institutions have $9.01B invested in iShares Russell 2000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 290 increasing their positions, 359 reducing their positions, and 72 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: $ → $

2.47% less ownership

Funds ownership: 74.55%72.08% (-2.5%)

3% less funds holding

Funds holding: 1,0371,009 (-28)

19% less repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 359

Holders
1,009
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
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
SF
151
Summit Financial
New Jersey
$6.6M
ZBNA
152
Zions Bancorporation, National Association
Utah
$6.53M
IFO
153
Independent Family Office
New York
$6.52M
SCM
154
Sterling Capital Management
North Carolina
$6.36M
VVP
155
Venture Visionary Partners
Ohio
$6.25M
TWC
156
TD Waterhouse Canada
Ontario, Canada
$6.13M
TD Asset Management
157
TD Asset Management
Ontario, Canada
$6.1M
XF
158
XML Financial
Maryland
$6.08M
TAM
159
Titleist Asset Management
Texas
$6.05M
BCM
160
Brookstone Capital Management
Illinois
$5.84M
BF
161
Brooklyn FI
New York
$5.83M
APP
162
Avantax Planning Partners
Iowa
$5.8M
FWI
163
Facet Wealth Inc
Maryland
$5.74M
RWP
164
RWA Wealth Partners
Massachusetts
$5.7M
MAM
165
McLean Asset Management
Virginia
$5.63M
IW
166
Instrumental Wealth
Florida
$5.46M
MML Investors Services
167
MML Investors Services
Massachusetts
$5.46M
FSWA
168
Financial Synergies Wealth Advisors
Texas
$5.44M
Hudson Bay Capital Management
169
Hudson Bay Capital Management
Connecticut
$5.36M
SCP
170
Stevens Capital Partners
Nebraska
$5.35M
MB
171
MidFirst Bank
Oklahoma
$5.35M
I
172
InvesTrust
Oklahoma
$5.35M
WB
173
WesBanco Bank
West Virginia
$5.19M
ACB
174
Aristotle Capital Boston
Massachusetts
$5.15M
OFG
175
Oxford Financial Group
Indiana
$5.09M