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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 %
KFI
526
Key Financial Inc
Pennsylvania
$459K +$3.02K +20 +0.7%
CT
527
Colonial Trust
South Carolina
$458K -$4.84K -32 -1%
FA
528
Fiduciary Alliance
South Carolina
$456K +$456K +3,017 New
RWM
529
Riverbend Wealth Management
South Carolina
$453K – – –
KMWM
530
Keudell/Morrison Wealth Management
Oregon
$453K – – –
AA
531
Ancora Advisors
Ohio
$453K -$5.29K -35 -1%
MWA
532
Monograph Wealth Advisors
California
$452K -$9.21K -61 -2%
CWM
533
Castle Wealth Management
Florida
$451K +$151 +1 +0%
PPWP
534
Premier Path Wealth Partners
New Jersey
$449K -$26.4K -175 -6%
CWM
535
Cahaba Wealth Management
Georgia
$448K -$12.2K -81 -3%
PS
536
Principal Securities
Iowa
$448K – – –
SCM
537
Sage Capital Management
New Jersey
$447K +$1.21K +8 +0.3%
PI
538
PFG Investments
New York
$447K -$38.1K -252 -8%
NS
539
NBC Securities
Alabama
$446K +$446K +2,956 +147,800%
BFM
540
Broadview Financial Management
Wisconsin
$445K -$151 -1 -0%
SCA
541
St. Clair Advisors
Ohio
$444K – – –
GCM
542
Gator Capital Management
Florida
$440K -$87.6K -580 -17%
CNBT
543
Canandaigua National Bank & Trust
New York
$437K – – –
SGCA
544
Steel Grove Capital Advisors
Tennessee
$435K – – –
DTC
545
Davidson Trust Company
Washington
$432K +$13.4K +89 +3%
EFG
546
Embree Financial Group
Illinois
$431K -$5.74K -38 -1%
CS
547
Cannell & Spears
New York
$430K -$6.34K -42 -1%
EWM
548
Evermay Wealth Management
Virginia
$429K – – –
MFIM
549
Mesirow Financial Investment Management
Illinois
$428K +$42K +278 +11%
CIBC World Market
550
CIBC World Market
Ontario, Canada
$427K +$1.81K +12 +0.4%
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