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iShares Russell 2000 Value ETF

1,025 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 81 funds opening new positions, 295 increasing their positions, 363 reducing their positions, and 70 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: $ → $

1% less funds holding

Funds holding: 1,0401,025 (-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
1,025
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
GWM
201
Geneos Wealth Management
Colorado
$3.87M
AB
202
Atlas Brown
Kentucky
$3.81M
KPWS
203
Kestra Private Wealth Services
Texas
$3.78M
SWGC
204
Summit Wealth Group (Colorado)
Colorado
$3.77M
TYCC
205
Texas Yale Capital Corp
Florida
$3.77M
MFG
206
Merit Financial Group
Georgia
$3.63M
Susquehanna International Group
207
Susquehanna International Group
Pennsylvania
$3.62M
MPPLM
208
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.58M
IWC
209
Integrated Wealth Concepts
Massachusetts
$3.52M
BP
210
BBR Partners
New York
$3.5M
PP
211
Prosperity Planning
Missouri
$3.49M
FWMP
212
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.48M
CW
213
CreativeOne Wealth
Kansas
$3.44M
TFA
214
Tobias Financial Advisors
Florida
$3.38M
OIA
215
OneDigital Investment Advisors
Kansas
$3.36M
SC
216
Sierra Capital
Florida
$3.36M
Neuberger Berman Group
217
Neuberger Berman Group
New York
$3.35M
Barclays
218
Barclays
United Kingdom
$3.28M
IP
219
Investment Partners
Ohio
$3.26M
AssetMark Inc
220
AssetMark Inc
California
$3.21M
GIA
221
GHP Investment Advisors
Colorado
$3.2M
VWA
222
Visionary Wealth Advisors
Illinois
$3.13M
MT
223
Midwest Trust
Kansas
$3.11M
MCCA
224
Mill Creek Capital Advisors
Pennsylvania
$3.06M
TW
225
ticino wealth
California
$3.05M