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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 59 funds opening new positions, 274 increasing their positions, 385 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
-74
Holders Change %
-7.09%
% of All Funds
13.17%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.3%
New
59
Increased
274
Reduced
385
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
$186M
2
APF
Alaska Permanent Fund
Alaska
$348M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$77.3M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$33.6M
5
PLFA
Pacific Life Fund Advisors
California
$75.7M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$312M
2
B
Bailard
California
$10.1M
3
Morgan Stanley
Morgan Stanley
New York
$763M
4
Bank of America
Bank of America
North Carolina
$956M
5
Victory Capital Management
Victory Capital Management
Texas
$46M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPWM
26
Badgley Phelps Wealth Managers
Washington
$54.4M +$957K +6,337 +2%
JRP
27
Jasper Ridge Partners
California
$52.3M – – –
CB
28
Commerce Bank
Missouri
$51.8M -$2.22M -14,696 -4%
WT
29
Whittier Trust
California
$48.7M +$814K +5,391 +2%
Victory Capital Management
30
Victory Capital Management
Texas
$46M -$35.2M -233,380 -43%
Pathstone Holdings
31
Pathstone Holdings
New Jersey
$43M -$3.21M -21,292 -7%
ANTB
32
AMG National Trust Bank
Colorado
$42M -$1.72M -11,415 -4%
SGAM
33
Stephens Group Asset Management
Arkansas
$40.4M +$6.92M +45,864 +21%
MCM
34
MAI Capital Management
Ohio
$38.8M -$239K -1,583 -0.6%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$38.5M -$1.71M -11,345 -4%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$38.1M -$1.56M -10,356 -4%
SEI Investments
37
SEI Investments
Pennsylvania
$36.6M -$783K -5,186 -2%
AI
38
Atom Investors
Texas
$36.4M +$15.6M +103,056 +75%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$35.6M -$3.42M -22,681 -9%
Allspring Global Investments
40
Allspring Global Investments
North Carolina
$35.5M +$425K +2,814 +1%
Citigroup
41
Citigroup
New York
$35M +$11.7M +77,235 +50%
CL
42
Choreo LLC
Illinois
$34.9M -$692K -4,585 -2%
CFM
43
Comprehensive Financial Management
California
$34.8M – – –
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$34.7M +$552K +3,657 +2%
FWI
45
Facet Wealth Inc
Maryland
$33.9M -$4.28M -29,040 -11%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$33.6M +$28.9M +191,182 +606%
WPW
47
Waldron Private Wealth
Pennsylvania
$33.5M -$1.66M -10,989 -5%
Ameriprise
48
Ameriprise
Minnesota
$32.3M -$2.66M -17,686 -8%
WSFS
49
Wilmington Savings Fund Society
Delaware
$30.9M -$56.8K -376 -0.2%
Corient Private Wealth
50
Corient Private Wealth
Florida
$30.7M +$10.3M +68,372 +51%
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