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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
GWM
201
Geneos Wealth Management
Colorado
$3.87M +$453K +2,340 +13%
AB
202
Atlas Brown
Kentucky
$3.81M -$34.1K -176 -0.9%
KPWS
203
Kestra Private Wealth Services
Texas
$3.78M +$446K +2,303 +13%
SWGC
204
Summit Wealth Group (Colorado)
Colorado
$3.77M +$3.3M +17,038 +595%
TYCC
205
Texas Yale Capital Corp
Florida
$3.77M -$1.35K -7 -0%
MFG
206
Merit Financial Group
Georgia
$3.63M +$1.58M +8,142 +74%
Susquehanna International Group
207
Susquehanna International Group
Pennsylvania
$3.62M +$1.26M +6,504 +52%
MPPLM
208
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.58M +$3.65M +18,868 New
IWC
209
Integrated Wealth Concepts
Massachusetts
$3.52M +$2.25M +11,637 +168%
BP
210
BBR Partners
New York
$3.5M
PP
211
Prosperity Planning
Missouri
$3.49M -$60.8K -314 -2%
FWMP
212
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.48M -$127K -656 -3%
CW
213
CreativeOne Wealth
Kansas
$3.44M +$200K +1,031 +6%
TFA
214
Tobias Financial Advisors
Florida
$3.38M -$292K -1,507 -8%
OIA
215
OneDigital Investment Advisors
Kansas
$3.36M -$4.65K -24 -0.1%
SC
216
Sierra Capital
Florida
$3.36M -$920K -4,753 -21%
Neuberger Berman Group
217
Neuberger Berman Group
New York
$3.35M -$10.6M -54,882 -76%
Barclays
218
Barclays
United Kingdom
$3.28M -$1.06M -5,501 -24%
IP
219
Investment Partners
Ohio
$3.26M -$85K -439 -2%
AssetMark Inc
220
AssetMark Inc
California
$3.21M -$1.79M -9,224 -35%
GIA
221
GHP Investment Advisors
Colorado
$3.2M -$115K -592 -3%
VWA
222
Visionary Wealth Advisors
Illinois
$3.13M -$20.7K -107 -0.6%
MT
223
Midwest Trust
Kansas
$3.11M +$42.4K +219 +1%
MCCA
224
Mill Creek Capital Advisors
Pennsylvania
$3.06M
TW
225
ticino wealth
California
$3.05M -$306K -1,580 -10%