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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 %
FPCP
651
Fort Point Capital Partners
California
$288K -$15.1K -100 -5%
MFWP
652
Mosaic Family Wealth Partners
Missouri
$287K -$127K -841 -31%
BPC
653
Bearing Point Capital
Minnesota
$284K +$14.3K +95 +5%
CCM
654
Cullen Capital Management
New York
$283K -$100K -665 -26%
National Bank of Canada
655
National Bank of Canada
Quebec, Canada
$281K -$5.74K -38 -2%
JWCA
656
J.W. Cole Advisors
Florida
$280K -$733K -4,854 -72%
CGL
657
Clarius Group LLC
Washington
$280K +$88K +583 +46%
CD
658
Chapin Davis
Maryland
$279K – – –
WI
659
Wedgewood Investors
Pennsylvania
$279K – – –
PMFA
660
Plante Moran Financial Advisors
Michigan
$277K – – –
LSPW
661
Lake Street Private Wealth
Illinois
$276K -$96.3K -638 -26%
AFM
662
Armstrong Fleming & Moore
District of Columbia
$275K +$275K +1,823 New
TBWA
663
Three Bridge Wealth Advisors
California
$275K – – –
PAM
664
Peak Asset Management
Colorado
$273K -$2.57K -17 -0.9%
FMN
665
Financial Management Network
California
$270K -$28.3K -209 -9%
GJIA
666
Glass Jacobson Investment Advisors
Maryland
$270K – – –
AF
667
Advisornet Financial
Minnesota
$269K +$2.72K +18 +1%
GL
668
Graypoint LLC
New York
$268K -$102K -675 -28%
RIS
669
Retirement Income Solutions
Michigan
$268K -$2.72K -18 -1%
MAA
670
Matrix Asset Advisors
New York
$266K – – –
MFT
671
Moisand Fitzgerald Tamayo
Florida
$265K – – –
CIA
672
Concurrent Investment Advisors
Florida
$265K +$25.4K +168 +11%
BWA
673
Bordeaux Wealth Advisors
California
$264K – – –
USCWA
674
U.S. Capital Wealth Advisors
Texas
$261K -$784K -5,194 -75%
LWL
675
Leo Wealth LLC
Texas
$260K -$37.9K -251 -13%
25 26
27
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