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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 %
MG
626
Mather Group
Illinois
$311K +$33.4K +221 +12%
TCM
627
Tassel Capital Management
North Carolina
$309K -$8.46K -56 -3%
AIM
628
Allen Investment Management
New York
$308K – – –
ORG
629
Optimist Retirement Group
Washington
$306K +$1.06K +7 +0.3%
BBNA
630
Bremer Bank National Association
Minnesota
$306K +$302 +2 +0.1%
CAG
631
Crestwood Advisors Group
Massachusetts
$304K -$5.89K -39 -2%
SA
632
Skyline Advisors
Washington
$304K +$1.06K +7 +0.3%
SC
633
Steph & Co
Wisconsin
$303K +$13.4K +89 +5%
DE
634
Diversified Enterprises
Delaware
$303K +$303K +2,008 New
RCM
635
Regency Capital Management
Hawaii
$302K – – –
SW
636
Simplicity Wealth
New Jersey
$302K +$302K +2,000 New
CNBOF
637
City National Bank of Florida
Florida
$302K +$302K +2,000 New
CCM
638
Coldstream Capital Management
Washington
$301K -$66.4K -440 -18%
LW
639
Linscomb Wealth
Texas
$301K -$1.21K -8 -0.4%
FDCDDQ
640
Federation des caisses Desjardins du Quebec
Quebec, Canada
$298K -$18.7K -124 -6%
AAS
641
Ameritas Advisory Services
Nebraska
$297K -$624K -3,890 -68%
ET
642
Equitable Trust
Tennessee
$295K +$61.9K +410 +27%
KCM
643
Kanawha Capital Management
Virginia
$295K +$107K +706 +56%
EW
644
Evoke Wealth
California
$295K – – –
WAL
645
W Advisors LLC
Tennessee
$294K – – –
MWM
646
McMill Wealth Management
Nebraska
$294K +$11.3K +75 +4%
RSWM
647
Robertson Stephens Wealth Management
California
$294K – – –
NAAA
648
New Age Alpha Advisors
New York
$291K -$22.6K -150 -7%
BIG
649
Builder Investment Group
Georgia
$291K – – –
MOS
650
MGO One Seven
Ohio
$288K -$6.49K -43 -2%
24 25
26
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