We are live on ! Find out more
IWN icon

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
MB
176
MidFirst Bank
Oklahoma
$5.35M -$209K -1,080 -4%
I
177
InvesTrust
Oklahoma
$5.35M +$15.9K +82 +0.3%
WB
178
WesBanco Bank
West Virginia
$5.19M -$194K -1,000 -4%
ACB
179
Aristotle Capital Boston
Massachusetts
$5.15M -$3.58M -18,478 -40%
OFG
180
Oxford Financial Group
Indiana
$5.09M -$55.2K -285 -1%
TAM
181
Tocqueville Asset Management
New York
$4.98M -$11.4K -59 -0.2%
SWM
182
Sentinel Wealth Management
Virginia
$4.96M -$36.2K -187 -0.7%
FCM
183
Fell Capital Management
California
$4.88M +$1M +5,181 +25%
NFW
184
Noble Family Wealth
Florida
$4.87M
Lido Advisors
185
Lido Advisors
California
$4.84M -$1.09M -5,610 -18%
Cambridge Investment Research Advisors
186
Cambridge Investment Research Advisors
Iowa
$4.7M -$76.8K -397 -2%
WIC
187
Whitegate Investment Counselors
New Hampshire
$4.67M +$10.3K +53 +0.2%
BF
188
BOK Financial
Oklahoma
$4.41M -$916K -4,734 -17%
AWA
189
Arkadios Wealth Advisors
Georgia
$4.37M -$59.2K -306 -1%
RFWA
190
RPg Family Wealth Advisory
Massachusetts
$4.35M +$384K +1,986 +9%
RPG
191
Risk Paradigm Group
Texas
$4.34M +$140K +722 +3%
PFBT
192
Parkside Financial Bank & Trust
Missouri
$4.34M +$46.8K +242 +1%
BA
193
Blueline Advisors
New Hampshire
$4.32M +$21.1K +109 +0.5%
CHC
194
City Holding Co
West Virginia
$4.24M -$98.7K -510 -2%
PAG
195
Private Advisor Group
New Jersey
$4.1M -$418K -2,161 -9%
BFS
196
Bare Financial Services
Pennsylvania
$4.04M -$155K -803 -4%
NWM
197
Northwest Wealth Management
Iowa
$3.92M
BIM
198
Bridges Investment Management
Nebraska
$3.89M -$2.81M -14,500 -41%
Wealthfront Advisers
199
Wealthfront Advisers
California
$3.88M +$763K +3,943 +24%
FFA
200
Farther Finance Advisors
California
$3.87M +$1.53M +7,928 +64%