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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 %
AAP
401
Arax Advisory Partners
Colorado
$823K -$18.8M -124,552 -96%
CAL
402
Capital Analysts LLC
Pennsylvania
$817K +$32K +212 +4%
GFA
403
Gallagher Fiduciary Advisors
Illinois
$813K -$662K -4,385 -45%
PFP
404
Paragon Financial Partners
California
$803K +$755 +5 +0.1%
CFB
405
Cullen/Frost Bankers
Texas
$798K +$67.9K +450 +9%
BCM
406
Becker Capital Management
Oregon
$794K -$110K -729 -12%
CWM
407
Connecticut Wealth Management
Connecticut
$794K – – –
SFA
408
Sequoia Financial Advisors
Ohio
$793K +$28.8K +191 +4%
ACA
409
Affinity Capital Advisors
California
$793K -$264K -1,924 -25%
JIR
410
James Investment Research
Ohio
$790K -$30.2K -200 -4%
HCC
411
Hirtle Callaghan & Co
Pennsylvania
$789K – – –
CANC
412
Culbertson A N & Co
Virginia
$787K +$31K +205 +4%
COFSG
413
Carbahal Olsen Financial Services Group
California
$780K +$2.72K +18 +0.3%
AG
414
Ascent Group
Virginia
$778K +$778K +5,156 New
SFC
415
Strategic Financial Concepts
Texas
$767K +$28.5K +189 +4%
VCS
416
Vaughan & Co Securities
New Jersey
$748K -$2.27K -15 -0.3%
ST
417
Sabal Trust
Florida
$745K – – –
RLWM
418
RF&L Wealth Management
Massachusetts
$735K – – –
GCM
419
Gables Capital Management
Florida
$732K – – –
DIS
420
Diversified Investment Strategies
Louisiana
$724K +$95.1K +630 +15%
HTC
421
Haverford Trust Company
Pennsylvania
$724K +$1.81K +12 +0.3%
CFFP
422
Center for Financial Planning
Michigan
$720K +$1.66K +11 +0.2%
WFS
423
Widmann Financial Services
Maryland
$719K +$39.3K +260 +6%
OCG
424
Opus Capital Group
Ohio
$712K – – –
DI
425
Disciplined Investments
Oklahoma
$702K -$7.1K -47 -1%
15 16
17
18 19