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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
TAM
176
Tocqueville Asset Management
New York
$4.98M
SWM
177
Sentinel Wealth Management
Virginia
$4.96M
FCM
178
Fell Capital Management
California
$4.88M
NFW
179
Noble Family Wealth
Florida
$4.87M
Lido Advisors
180
Lido Advisors
California
$4.84M
Cambridge Investment Research Advisors
181
Cambridge Investment Research Advisors
Iowa
$4.7M
WIC
182
Whitegate Investment Counselors
New Hampshire
$4.67M
BF
183
BOK Financial
Oklahoma
$4.41M
AWA
184
Arkadios Wealth Advisors
Georgia
$4.37M
RFWA
185
RPg Family Wealth Advisory
Massachusetts
$4.35M
RPG
186
Risk Paradigm Group
Texas
$4.34M
PFBT
187
Parkside Financial Bank & Trust
Missouri
$4.34M
BA
188
Blueline Advisors
New Hampshire
$4.32M
CHC
189
City Holding Co
West Virginia
$4.24M
PAG
190
Private Advisor Group
New Jersey
$4.1M
BFS
191
Bare Financial Services
Pennsylvania
$4.04M
NWM
192
Northwest Wealth Management
Iowa
$3.92M
BIM
193
Bridges Investment Management
Nebraska
$3.89M
Wealthfront Advisers
194
Wealthfront Advisers
California
$3.88M
FFA
195
Farther Finance Advisors
California
$3.87M
GWM
196
Geneos Wealth Management
Colorado
$3.87M
AB
197
Atlas Brown
Kentucky
$3.81M
KPWS
198
Kestra Private Wealth Services
Texas
$3.78M
SWGC
199
Summit Wealth Group (Colorado)
Colorado
$3.77M
TYCC
200
Texas Yale Capital Corp
Florida
$3.77M