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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 %
CAAM
476
Cornerstone Advisors Asset Management
Pennsylvania
$559K – – –
RWM
477
Rialto Wealth Management
New York
$558K -$21.6K -143 -4%
MWP
478
MYCIO Wealth Partners
Pennsylvania
$558K -$228K -1,510 -29%
SAM
479
Strive Asset Management
Ohio
$554K -$237K -1,567 -30%
LT
480
Legacy Trust
Michigan
$553K +$35K +232 +7%
VCP
481
Verus Capital Partners
Arizona
$551K -$172K -1,136 -24%
GIA
482
Gladstone Institutional Advisory
Florida
$551K -$11.5K -76 -2%
BJL
483
Brighton Jones LLC
Washington
$547K -$151 -1 -0%
DPI
484
Diversified Portfolios Inc
Michigan
$546K – – –
JFGIW
485
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$545K -$14K -93 -3%
HWA
486
Heritage Wealth Advisors
Virginia
$544K -$60.4K -400 -10%
OSAM
487
O'Shaughnessy Asset Management
Connecticut
$542K -$1.51K -10 -0.3%
GIS
488
Grayhawk Investment Strategies
Alberta, Canada
$541K -$151K -1,000 -22%
PSA
489
Plum Street Advisors
Louisiana
$538K – – –
JWA
490
JFS Wealth Advisors
Pennsylvania
$537K +$22.2K +147 +4%
CC
491
Chicago Capital
Illinois
$530K -$10.6K -70 -2%
RWIA
492
Roger Wittlin Investment Advisory
California
$529K -$165K -1,094 -24%
TIAAOA
493
Teachers Insurance & Annuity Association of America
New York
$528K – – –
TAM
494
Townsend Asset Management
North Carolina
$527K +$1.66K +11 +0.3%
FFG
495
Fiduciary Financial Group
California
$524K +$8.84K +65 +2%
DWP
496
Daymark Wealth Partners
Ohio
$521K -$4.68K -31 -0.9%
SG Americas Securities
497
SG Americas Securities
New York
$520K +$520K +3,445 New
WWM
498
Western Wealth Management
Colorado
$519K -$55K -364 -10%
TNA
499
True North Advisors
Texas
$519K -$4.98K -33 -1%
KPWM
500
KDK Private Wealth Management
Texas
$516K -$16K -106 -3%
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