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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 %
CW
251
CreativeOne Wealth
Kansas
$2.08M +$192K +1,273 +10%
HR
252
Hardy Reed
Mississippi
$2.07M – – –
DWT
253
Dorsey & Whitney Trust
South Dakota
$2.01M – – –
LBC
254
Lowe Brockenbrough & Co
Virginia
$1.99M +$64.5K +427 +3%
FTS
255
Fifth Third Securities
Ohio
$1.98M +$136K +902 +7%
KA
256
Klingman & Associates
New York
$1.95M – – –
FTWA
257
Fifth Third Wealth Advisors
Ohio
$1.95M +$363K +2,405 +23%
ACM
258
Alamar Capital Management
California
$1.94M -$55.1K -365 -3%
WTB
259
Washington Trust Bank
Washington
$1.93M – – –
CFG
260
Clayton Financial Group
Missouri
$1.91M +$7.55K +50 +0.4%
TWM
261
Tradition Wealth Management
Minnesota
$1.9M +$604 +4 +0%
ATI
262
ARK & TLK Investments
Oklahoma
$1.85M +$1.51K +10 +0.1%
SW
263
SkyOak Wealth
Michigan
$1.79M -$92.4K -612 -5%
FMII
264
Farmers & Merchants Investments Inc
Nebraska
$1.79M – – –
MLA
265
MB, Levis & Associates
Pennsylvania
$1.79M +$5.13K +34 +0.3%
SYBT
266
Stock Yards Bank & Trust
Kentucky
$1.79M -$135K -897 -7%
BIA
267
BHK Investment Advisors
Alabama
$1.78M -$29.9K -198 -2%
PIM
268
Penobscot Investment Management
Massachusetts
$1.76M +$301K +1,991 +21%
TW
269
Towerpoint Wealth
California
$1.73M -$37.6K -249 -2%
VF
270
Vawter Financial
Ohio
$1.71M -$52.2K -346 -3%
Vanguard Group
271
Vanguard Group
Pennsylvania
$1.7M +$8K +53 +0.5%
RC
272
Roundview Capital
New Jersey
$1.69M +$3.93K +26 +0.2%
WDG
273
Wealth Dimensions Group
Ohio
$1.67M -$54.4K -360 -3%
SCA
274
Snowden Capital Advisors
New York
$1.65M +$30.6K +203 +2%
QCG
275
Quadrant Capital Group
Ohio
$1.65M -$310K -2,051 -16%
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