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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 %
MMHP
326
Murphy Middleton Hinkle & Parker
Georgia
$1.24M +$302 +2 +0%
ATC
327
Argent Trust Co
Tennessee
$1.23M -$3.02K -20 -0.2%
UF
328
Univest Financial
Pennsylvania
$1.23M -$72.2K -478 -6%
MFG
329
Merit Financial Group
Georgia
$1.22M +$276K +1,827 +29%
SFM
330
Systematic Financial Management
New Jersey
$1.22M -$1.78M -11,776 -59%
CWM
331
Cornerstone Wealth Management
Missouri
$1.21M +$27.3K +181 +2%
Neuberger Berman Group
332
Neuberger Berman Group
New York
$1.2M -$10.5M -69,699 -90%
FFC
333
Frederick Financial Consultants
Maryland
$1.19M +$302 +2 +0%
PCM
334
Pointe Capital Management
Michigan
$1.16M +$31.9K +211 +3%
Marshall Wace
335
Marshall Wace
United Kingdom
$1.16M +$1.16M +7,673 New
EWA
336
Exencial Wealth Advisors
Oklahoma
$1.15M -$38.2K -253 -3%
MAM
337
MWA Asset Management
Massachusetts
$1.14M -$8.15K -54 -0.7%
LWCFA
338
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.14M -$38.5K -270 -3%
SWP
339
Stratos Wealth Partners
Ohio
$1.14M -$102K -674 -8%
TPCW
340
TD Private Client Wealth
New York
$1.13M +$64K +424 +6%
MFC
341
Morris Financial Concepts
South Carolina
$1.13M -$4.08K -27 -0.4%
PPC
342
Park Place Capital
Alabama
$1.13M -$4.53K -30 -0.4%
SWM
343
SilverOak Wealth Management
Minnesota
$1.12M -$5.13K -34 -0.5%
FP
344
Factorial Partners
New York
$1.12M – – –
LGG
345
Luts & Greenleigh Group
Maryland
$1.12M -$3.78K -25 -0.3%
WCF
346
West Coast Financial
California
$1.1M – – –
VC
347
Veery Capital
Delaware
$1.09M -$25.5K -169 -2%
AWA
348
Archvest Wealth Advisors
California
$1.09M -$58.7K -389 -5%
HCA
349
Harbour Capital Advisors
Virginia
$1.09M -$4.29K -30 -0.4%
EAM
350
Eukles Asset Management
Ohio
$1.08M -$12.8K -85 -1%
12 13
14
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