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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
MFG
201
Merit Financial Group
Georgia
$3.63M
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
$3.62M
MPPLM
203
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.58M
IWC
204
Integrated Wealth Concepts
Massachusetts
$3.52M
BP
205
BBR Partners
New York
$3.5M
PP
206
Prosperity Planning
Missouri
$3.49M
FWMP
207
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.48M
CW
208
CreativeOne Wealth
Kansas
$3.44M
TFA
209
Tobias Financial Advisors
Florida
$3.38M
OIA
210
OneDigital Investment Advisors
Kansas
$3.36M
SC
211
Sierra Capital
Florida
$3.36M
Neuberger Berman Group
212
Neuberger Berman Group
New York
$3.35M
Barclays
213
Barclays
United Kingdom
$3.28M
IP
214
Investment Partners
Ohio
$3.26M
AssetMark Inc
215
AssetMark Inc
California
$3.21M
GIA
216
GHP Investment Advisors
Colorado
$3.2M
VWA
217
Visionary Wealth Advisors
Illinois
$3.13M
MT
218
Midwest Trust
Kansas
$3.11M
MCCA
219
Mill Creek Capital Advisors
Pennsylvania
$3.06M
TW
220
ticino wealth
California
$3.05M
HNB
221
Huntington National Bank
Ohio
$3.01M
EWM
222
Empirical Wealth Management
Washington
$3M
FFA
223
First Foundation Advisors
California
$2.98M
SYBT
224
Stock Yards Bank & Trust
Kentucky
$2.97M
FF
225
Finley Financial
Nevada
$2.95M