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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 %
CCT
551
Chemung Canal Trust
New York
$426K -$27.9K -185 -6%
BI
552
Berkeley Inc
Idaho
$425K -$27.6K -183 -6%
CFP
553
Catalyst Financial Partners
Massachusetts
$424K – – –
TCWM
554
Total Clarity Wealth Management
Illinois
$423K – – –
SC
555
SummitTX Capital
Texas
$423K +$423K +2,800 New
SWM
556
Spire Wealth Management
Virginia
$419K -$3.02K -20 -0.7%
CB
557
Cadence Bank
Mississippi
$417K -$20.5K -136 -5%
BWM
558
Brown Wealth Management
Illinois
$417K +$43.5K +288 +12%
GS
559
GWN Securities
Florida
$417K +$417K +2,761 New
AP
560
Appleton Partners
Massachusetts
$417K -$14.2K -94 -3%
NP
561
NorthRock Partners
Minnesota
$415K -$51.9K -344 -11%
CP
562
Creekside Partners
California
$412K +$604 +4 +0.1%
PWM
563
Paulson Wealth Management
Illinois
$410K – – –
Financial Engines Advisors
564
Financial Engines Advisors
California
$410K -$1.81K -12 -0.4%
TFO
565
Tarbox Family Office
California
$408K – – –
CA
566
Capital Advantage
California
$407K – – –
KWM
567
Keebeck Wealth Management
Illinois
$407K -$40.8K -270 -9%
AssetMark Inc
568
AssetMark Inc
California
$406K -$8.71M -57,685 -96%
LFS
569
Lutz Financial Services
Nebraska
$405K -$126K -834 -24%
Empower Advisory Group
570
Empower Advisory Group
Colorado
$402K +$4.08K +27 +1%
DWM
571
Diversify Wealth Management
Utah
$400K -$18.4K -126 -4%
PCMC
572
Paragon Capital Management (Colorado)
Colorado
$399K +$906 +6 +0.2%
TWP
573
Triad Wealth Partners
Kansas
$399K +$18.9K +125 +5%
FF
574
Friday Financial
Iowa
$398K – – –
AC
575
Apella Capital
Connecticut
$397K -$50.6K -357 -11%
21 22
23
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