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iShares Russell 2000 Value ETF
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Overview Fund Activity

969 hedge funds and large institutions have $8.4B invested in iShares Russell 2000 Value ETF in 2025 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 274 increasing their positions, 386 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
-75
Holders Change %
-7.18%
% of All Funds
13.16%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.3%
New
58
Increased
274
Reduced
386
Closed
116
Calls
$68.5M
Puts
$4.45M
Net Calls
+$64M
Net Calls Change
-$1.05M

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
+$178M
2
APF
Alaska Permanent Fund
Alaska
+$169M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$53.6M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$28.9M
5
PLFA
Pacific Life Fund Advisors
California
+$21.9M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
-$101M
2
B
Bailard
California
-$65.8M
3
Morgan Stanley
Morgan Stanley
New York
-$64.5M
4
Bank of America
Bank of America
North Carolina
-$58.2M
5
Victory Capital Management
Victory Capital Management
Texas
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
226
Checchi Capital Advisers
California
$2.48M -$106K -702 -4%
IP
227
Investment Partners
Ohio
$2.46M -$68.2K -452 -3%
EWM
228
Empirical Wealth Management
Washington
$2.45M -$88.8K -588 -3%
NFC
229
Northeast Financial Consultants
Connecticut
$2.43M -$2.39M -15,859 -50%
WAM
230
Weinberger Asset Management
California
$2.42M -$33.4K -221 -1%
HF
231
HRT Financial
New York
$2.41M +$1.02M +6,731 +73%
OIA
232
OneDigital Investment Advisors
Kansas
$2.4M – – –
FF
233
Finley Financial
Nevada
$2.39M -$28.4K -195 -1%
AMG
234
Asset Management Group
Connecticut
$2.32M +$6.49K +43 +0.3%
BPA
235
Beacon Pointe Advisors
California
$2.31M +$72.2K +478 +3%
PFP
236
Pinnacle Financial Partners
Tennessee
$2.29M +$11.9K +75 +0.5%
CA
237
Clearstead Advisors
Ohio
$2.28M +$32.9K +218 +1%
WA
238
Wealth Architects
California
$2.27M – – –
ACA
239
Atlas Capital Advisors
Wyoming
$2.24M -$147K -976 -6%
TSS
240
Two Sigma Securities
New York
$2.23M -$935K -6,192 -30%
FWP
241
Falcon Wealth Planning
California
$2.2M -$167K -1,103 -7%
WAP
242
Wealthcare Advisory Partners
Pennsylvania
$2.19M -$604 -4 -0%
CCB
243
Country Club Bank
Missouri
$2.18M -$423K -2,800 -16%
BCWM
244
Bartlett & Co Wealth Management
Ohio
$2.17M -$2.57K -17 -0.1%
HNB
245
Huntington National Bank
Ohio
$2.16M -$1.57M – –
SCM
246
Sterling Capital Management
North Carolina
$2.15M -$834K -5,523 -28%
AWM
247
AE Wealth Management
Kansas
$2.14M -$105K -695 -5%
WGCA
248
Wolf Group Capital Advisors
Virginia
$2.14M +$2.14M +14,147 New
Lido Advisors
249
Lido Advisors
California
$2.13M -$73.1K -484 -3%
RFC
250
Regions Financial Corp
Alabama
$2.12M -$47.7K -316 -2%
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