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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 %
ATPW
501
Ashton Thomas Private Wealth
Arizona
$512K +$7.4K +49 +1%
TW
502
Transform Wealth
Colorado
$511K -$177K -1,169 -26%
ES
503
Eagle Strategies
New York
$510K +$56K +371 +12%
MA
504
Mutual Advisors
Nebraska
$509K -$115K -795 -18%
AFG
505
Atomi Financial Group
New York
$508K +$317K +2,102 +167%
SVWAG
506
Sound View Wealth Advisors Group
Georgia
$506K +$151 +1 +0%
CGPCS
507
Capital Group Private Client Services
California
$504K -$5.59K -37 -1%
ANB
508
Amarillo National Bank
Texas
$504K – – –
AA
509
Alesco Advisors
New York
$502K – – –
MWM
510
Maltin Wealth Management
New Jersey
$500K -$35.9K -238 -7%
CPIG
511
Chicago Partners Investment Group
Illinois
$497K +$6.31K +43 +1%
YWM
512
Yardley Wealth Management
Pennsylvania
$494K -$658K -4,363 -57%
AWA
513
Arete Wealth Advisors
Illinois
$492K -$140K -930 -22%
FFN
514
Focus Financial Network
Minnesota
$490K +$7.25K +48 +2%
STA
515
Smith Thornton Advisors
Alabama
$487K – – –
IFPG
516
Intrepid Financial Planning Group
Indiana
$484K -$24.5K -162 -5%
CAG
517
Curtis Advisory Group
California
$483K +$30K +199 +7%
WGC
518
Watts Gwilliam & Co
Arizona
$480K +$453 +3 +0.1%
PA
519
Procyon Advisors
Connecticut
$474K +$147K +971 +45%
DFG
520
Delta Financial Group
New Jersey
$470K +$1.41K +9 +0.3%
FFM
521
Forum Financial Management
Illinois
$469K +$453 +3 +0.1%
SFG
522
Sage Financial Group
Pennsylvania
$469K +$16.2K +107 +4%
FBB
523
Fulton Breakefield Broenniman
Maryland
$468K -$163K -1,080 -26%
PIMG
524
Patriot Investment Management Group
Tennessee
$465K – – –
SEIA
525
Signature Estate & Investment Advisors
California
$460K +$460K +3,048 New
19 20
21
22 23