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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 %
TA
276
TFB Advisors
Kansas
$1.64M +$56.3K +373 +4%
ZBNA
277
Zions Bancorporation, National Association
Utah
$1.61M +$1.61M +10,686 New
FWP
278
FAS Wealth Partners
Kansas
$1.61M -$54.2K -359 -3%
GLLW
279
Graves Light Lenhart Wealth
Virginia
$1.58M -$41.1K -272 -3%
WPWM
280
Windward Private Wealth Management
Kansas
$1.58M -$46.2K -306 -3%
PWS
281
Peloton Wealth Strategists
Indiana
$1.58M +$1.58M +10,449 New
MCM
282
MV Capital Management
Maryland
$1.57M -$222K -1,472 -12%
AFA
283
American Financial Advisors
Georgia
$1.55M -$33.8K -224 -2%
SCM
284
Stordahl Capital Management
Colorado
$1.53M +$69K +457 +5%
BCM
285
BluePointe Capital Management
California
$1.52M +$209K +1,384 +16%
ML
286
McAdam LLC
Pennsylvania
$1.51M +$148K +977 +11%
VA
287
VestGen Advisors
Illinois
$1.51M +$1.51M +9,987 New
PA
288
Parallel Advisors
California
$1.51M +$67.5K +447 +5%
ASN
289
Advisory Services Network
Georgia
$1.5M +$411K +2,721 +38%
MWM
290
Modern Wealth Management
Kansas
$1.48M +$105K +694 +8%
Toronto Dominion Bank
291
Toronto Dominion Bank
Ontario, Canada
$1.48M -$439K -2,909 -23%
IWC
292
Integrated Wealth Concepts
Massachusetts
$1.48M +$229K +1,514 +18%
LB
293
Legacy Bridge
Iowa
$1.47M – – –
P
294
&Partners
Tennessee
$1.47M +$339K +2,242 +30%
RFWA
295
RPg Family Wealth Advisory
Massachusetts
$1.46M +$1.46M +9,671 New
LTL
296
Lowery Thomas LLC
California
$1.45M +$75.6K +501 +6%
CWA
297
Cornerstone Wealth Advisors
Minnesota
$1.42M -$4.83K -32 -0.3%
HSA
298
HBK Sorce Advisory
Pennsylvania
$1.41M -$211K -1,400 -13%
BTI
299
Blue Trust Inc
Georgia
$1.38M -$54.1K -358 -4%
NL
300
NWAM LLC
Washington
$1.37M +$13K +86 +1%
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