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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 %
BFC
451
Bedel Financial Consulting
Indiana
$638K +$146 +1 +0%
DFA
452
DHK Financial Advisors
New Hampshire
$638K +$401K +2,658 +170%
MMA
453
Miracle Mile Advisors
California
$638K -$41.2K -273 -6%
NW
454
NewEdge Wealth
Pennsylvania
$636K -$348K -2,305 -35%
AI
455
Atria Investments
North Carolina
$628K -$1.1M -7,289 -64%
PFA
456
Pettinga Financial Advisors
Indiana
$622K -$190K -1,257 -23%
MFG
457
Magnus Financial Group
New York
$622K -$136K -898 -18%
RIA
458
Retirement Investment Advisors
Oklahoma
$619K +$35.6K +236 +6%
MCWS
459
McKinley Carter Wealth Services
West Virginia
$616K -$31.9K -211 -5%
DCM
460
Dimension Capital Management
Florida
$609K – – –
Bank of Nova Scotia
461
Bank of Nova Scotia
Ontario, Canada
$604K – – –
AWM
462
Avior Wealth Management
Nebraska
$603K -$23.3K -154 -4%
THL
463
Tillman Hartley LLC
Colorado
$602K +$1.81K +12 +0.3%
UWPG
464
Ullmann Wealth Partners Group
Florida
$599K -$225K -1,489 -27%
DB
465
Dravo Bay
Delaware
$590K -$77.8K -515 -12%
IA
466
IFP Advisors
Florida
$579K +$11.6K +77 +2%
SIA
467
Stegner Investment Associates
Kentucky
$578K -$80.9K -536 -12%
WA
468
Wealthstream Advisors
New York
$577K – – –
AFC
469
AFT Forsyth & Company
Florida
$575K -$37.7K -250 -6%
RCAG
470
Rehmann Capital Advisory Group
Michigan
$575K +$196K +1,296 +52%
JFG
471
JMG Financial Group
Illinois
$574K – – –
PTC
472
Private Trust Company
Ohio
$567K -$65.8K -436 -10%
PHAM
473
Palisades Hudson Asset Management
Florida
$567K +$1.21K +8 +0.2%
WF
474
Welch & Forbes
Massachusetts
$563K – – –
SWA
475
Strategies Wealth Advisors
Michigan
$562K +$1.81K +12 +0.3%
17 18
19
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