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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 %
TWP
601
Total Wealth Planning
Ohio
$342K – – –
Russell Investments Group
602
Russell Investments Group
United Kingdom
$342K +$141K +937 +71%
MAM
603
Marotta Asset Management
Virginia
$341K +$17.5K +105 +5%
ANBT
604
American National Bank & Trust
Texas
$341K -$82K -543 -19%
VFIC
605
Valley Forge Investment Consultants
Pennsylvania
$338K +$1.06K +7 +0.3%
WDL
606
Well Done LLC
Michigan
$338K – – –
FLPIM
607
F.L. Putnam Investment Management
Massachusetts
$332K -$66.3K -439 -17%
FA
608
Fiducient Advisors
Illinois
$330K +$1.06K +7 +0.3%
NEWAS
609
N.E.W. Advisory Services
Wisconsin
$330K +$72.3K +479 +28%
BFS
610
BridgePort Financial Solutions
Iowa
$327K – – –
GF
611
Gries Financial
Ohio
$326K -$4.98K -33 -2%
FCH
612
Freestone Capital Holdings
Washington
$326K +$18.6K +123 +6%
SG
613
StoneX Group
New York
$324K +$28.8K +191 +10%
EWP
614
Elevation Wealth Partners
California
$322K – – –
DJSG
615
D.J. St. Germain
Massachusetts
$321K -$156K -1,030 -33%
PP
616
Patten & Patten
Tennessee
$321K -$22.6K -150 -7%
Luther King Capital Management (LKCM)
617
Luther King Capital Management (LKCM)
Texas
$320K -$348K – –
GAG
618
GM Advisory Group
New York
$320K -$113K -749 -26%
RLIM
619
Red Lighthouse Investment Management
New York
$319K +$13.2K +83 +4%
HR
620
Howe & Rusling
New York
$318K – – –
HIP
621
HUB Investment Partners
Texas
$318K -$755 -5 -0.2%
CAC
622
Certified Advisory Corp
Florida
$314K – – –
AFO
623
Aurelius Family Office
New Hampshire
$314K +$151 +1 +0%
CCG
624
Coastwise Capital Group
California
$313K -$150K -994 -32%
DT
625
Diversified Trust
Tennessee
$312K -$4.53K -30 -1%
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