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iShares Russell 2000 Value ETF

1,015 hedge funds and large institutions have $9.03B invested in iShares Russell 2000 Value ETF in 2026 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 293 increasing their positions, 361 reducing their positions, and 71 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% less funds holding

Funds holding: 1,0381,015 (-23)

2.35% less ownership

Funds ownership: 74.6%72.24% (-2.4%)

19% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 361

Holders
1,015
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
KPWS
201
Kestra Private Wealth Services
Texas
$3.78M
SWGC
202
Summit Wealth Group (Colorado)
Colorado
$3.77M
TYCC
203
Texas Yale Capital Corp
Florida
$3.77M
MFG
204
Merit Financial Group
Georgia
$3.63M
Susquehanna International Group
205
Susquehanna International Group
Pennsylvania
$3.62M
MPPLM
206
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.58M
IWC
207
Integrated Wealth Concepts
Massachusetts
$3.52M
BP
208
BBR Partners
New York
$3.5M
PP
209
Prosperity Planning
Missouri
$3.49M
FWMP
210
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.48M
CW
211
CreativeOne Wealth
Kansas
$3.44M
TFA
212
Tobias Financial Advisors
Florida
$3.38M
OIA
213
OneDigital Investment Advisors
Kansas
$3.36M
SC
214
Sierra Capital
Florida
$3.36M
Neuberger Berman Group
215
Neuberger Berman Group
New York
$3.35M
Barclays
216
Barclays
United Kingdom
$3.28M
IP
217
Investment Partners
Ohio
$3.26M
AssetMark Inc
218
AssetMark Inc
California
$3.21M
GIA
219
GHP Investment Advisors
Colorado
$3.2M
VWA
220
Visionary Wealth Advisors
Illinois
$3.13M
MT
221
Midwest Trust
Kansas
$3.11M
MCCA
222
Mill Creek Capital Advisors
Pennsylvania
$3.06M
TW
223
ticino wealth
California
$3.05M
HNB
224
Huntington National Bank
Ohio
$3.01M
EWM
225
Empirical Wealth Management
Washington
$3M