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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 %
PAI
351
Pittenger & Anderson Inc
Nebraska
$1.08M – – –
RB
352
Renasant Bank
Mississippi
$1.07M -$4.53K -30 -0.4%
PFWA
353
Paces Ferry Wealth Advisors
Georgia
$1.06M +$151 +1 +0%
6F
354
626 Financial
Michigan
$1.05M -$15.3K -101 -1%
LI
355
LMCG Investments
Massachusetts
$1.04M -$29.7K -197 -3%
CCA
356
Cobblestone Capital Advisors
New York
$1.03M – – –
FFA
357
First Foundation Advisors
California
$1.02M +$196K +1,298 +24%
First Manhattan
358
First Manhattan
New York
$1.02M +$105K +693 +11%
ACM
359
Ategra Capital Management
Virginia
$1.01M – – –
PWP
360
Perfromance Wealth Partners
Illinois
$1M +$18.4K +122 +2%
EWA
361
EverSource Wealth Advisors
Alabama
$994K -$1.08M -7,142 -52%
ACA
362
Aptus Capital Advisors
Alabama
$994K +$3.17K +21 +0.3%
CGA
363
Crescent Grove Advisors
Illinois
$983K -$15.1K -100 -2%
VFA
364
Valeo Financial Advisors
Indiana
$975K -$14.9K -99 -2%
PP
365
PDS Planning
Ohio
$972K +$1.51K +10 +0.2%
EAM
366
Evanson Asset Management
California
$970K – – –
GFWA
367
Grey Fox Wealth Advisors
Delaware
$967K -$16.6K -110 -2%
FGG
368
Financial Guidance Group
Florida
$961K – – –
ACA
369
Anchor Capital Advisors
Massachusetts
$960K -$12.8K -85 -1%
OC
370
Oppenheimer & Co
New York
$954K -$867K -5,743 -48%
CI Investments Inc
371
CI Investments Inc
Ontario, Canada
$954K -$38K -252 -4%
SAM
372
Smithbridge Asset Management
Pennsylvania
$952K +$952K +6,306 New
BBPWM
373
Blue Bell Private Wealth Management
Pennsylvania
$950K – – –
I2I
374
Insight 2811 Inc
Illinois
$946K -$49.7K -329 -5%
SWA
375
Sax Wealth Advisors
New Jersey
$928K +$151K +1,001 +19%
13 14
15
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