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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 %
Ohio Public Employees Retirement System (OPERS)
376
Ohio Public Employees Retirement System (OPERS)
Ohio
$928K -$3.06M -20,245 -77%
NSCM
377
New South Capital Management
Tennessee
$928K -$3.06M -20,245 -77%
TC
378
TownSquare Capital
Utah
$925K +$195K +1,291 +27%
PSP
379
Principal Street Partners
Tennessee
$923K +$2.87K +19 +0.3%
PWAM
380
Private Wealth Asset Management
Iowa
$919K +$919K +6,086 New
ALA
381
Atlas Legacy Advisors
California
$911K -$302 -2 -0%
AWA
382
Aletheian Wealth Advisors
Washington
$908K -$66K -437 -7%
HCMT
383
Highland Capital Management (Tennessee)
Tennessee
$907K – – –
FB
384
First Bancorp
Maine
$906K – – –
AWA
385
Arkadios Wealth Advisors
Georgia
$893K +$119K +785 +15%
MPWT
386
MassMutual Private Wealth & Trust
Connecticut
$893K -$2.57K -17 -0.3%
CFG
387
Citizens Financial Group
Rhode Island
$886K +$604 +4 +0.1%
YIH
388
Y-Intercept (HK)
Hong Kong
$873K -$1.02M -6,784 -54%
PFS
389
Prospera Financial Services
Texas
$872K -$120K -793 -12%
FFA
390
Farther Finance Advisors
California
$860K +$182K +1,206 +27%
HCM
391
Howland Capital Management
Massachusetts
$858K – – –
NRI
392
NFP Retirement Inc
California
$850K +$151 +1 +0%
RA
393
Rodgers & Associates
Pennsylvania
$844K +$44.5K +295 +6%
EGA
394
E&G Advisors
Texas
$843K – – –
NSIM
395
North Star Investment Management
Illinois
$840K -$67.5K -447 -7%
SCM
396
SOL Capital Management
Maryland
$840K – – –
FCFC
397
First Commonwealth Financial Corp
Pennsylvania
$834K -$172K -1,140 -17%
IAN
398
Integrated Advisors Network
Texas
$833K – – –
CIC
399
Carnegie Investment Counsel
Ohio
$829K -$188K -1,393 -19%
JPG
400
Jordan Park Group
California
$826K -$110K -730 -12%
14 15
16
17 18