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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 %
SFPG
576
Stonebridge Financial Planning Group
Florida
$395K -$45.1K -299 -10%
TPI
577
Trust Point Inc
Wisconsin
$394K – – –
AWM
578
Apollon Wealth Management
South Carolina
$394K +$101K +672 +35%
FWTB
579
First Western Trust Bank
Colorado
$390K -$13.3K -88 -3%
C
580
Croban
Ohio
$388K +$11.3K +75 +3%
TCOV
581
Trust Company of Vermont
Vermont
$386K +$9.36K +62 +2%
CFA
582
Cahill Financial Advisors
Minnesota
$385K -$3.02K -20 -0.8%
LCGC
583
Legacy Capital Group California
California
$384K +$151 +1 +0%
LSA
584
Lion Street Advisors
Texas
$378K -$56.9K -377 -13%
LSWP
585
Liberty Square Wealth Partners
Pennsylvania
$378K – – –
BCM
586
BTC Capital Management
Iowa
$377K – – –
WP
587
WealthPLAN Partners
Nebraska
$377K +$30.3K +201 +9%
MFA
588
Mayflower Financial Advisors
Massachusetts
$375K -$3.93K -26 -1%
AGC
589
Aspen Grove Capital
Colorado
$368K +$3.17K +21 +0.9%
CSP
590
Cary Street Partners
Virginia
$367K +$9.36K +62 +3%
CWM
591
ClientFirst Wealth Management
Arkansas
$367K -$151 -1 -0%
SMC
592
Smith, Moore & Co
Missouri
$361K +$453 +3 +0.1%
LWP
593
LMG Wealth Partners
Louisiana
$361K – – –
CIR
594
Clear Investment Research
Georgia
$360K +$6.8K +45 +2%
TSWM
595
Tyler-Stone Wealth Management
Ohio
$357K +$81.1K +537 +29%
TI
596
Truepoint Inc
Ohio
$356K -$18.7K -124 -5%
BBI
597
Baxter Bros Inc
Connecticut
$355K -$3.77K -25 -1%
CS
598
Capital Square
Tennessee
$348K – – –
LFA
599
LGT Financial Advisors
Texas
$343K -$16K -106 -4%
CWA
600
CJM Wealth Advisers
Virginia
$343K +$151 +1 +0%
22 23
24
25 26