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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 %
C
676
Certuity
Florida
$259K -$22K -146 -8%
MFGP
677
Marshall Financial Group (Pennsylvania)
Pennsylvania
$259K +$302 +2 +0.1%
IWA
678
Icon Wealth Advisors
Texas
$258K +$151 +1 +0.1%
HA
679
Huntleigh Advisors
Missouri
$255K – – –
BF
680
Blankinship & Foster
California
$253K – – –
OLA
681
Oliver Luxxe Assets
New Jersey
$252K -$355K -2,348 -58%
DPW
682
DiNuzzo Private Wealth
Pennsylvania
$251K – – –
VP
683
Verum Partners
North Carolina
$251K +$604 +4 +0.2%
NEPWA
684
New England Private Wealth Advisors
Massachusetts
$250K +$453 +3 +0.2%
MFS
685
McNamara Financial Services
Massachusetts
$250K +$14.9K +99 +6%
WMA
686
West Michigan Advisors
Michigan
$249K +$755 +5 +0.3%
SC
687
Sapient Capital
Indiana
$247K -$3.47K -23 -1%
MWM
688
Mission Wealth Management
California
$245K +$30.3K +201 +14%
HT
689
Heritage Trust
Oklahoma
$244K -$183K -1,214 -43%
E3F
690
Eight 31 Financial
Texas
$243K – – –
NAS
691
Nicolet Advisory Services
Wisconsin
$243K +$243K +1,788 New
IAG
692
Investmark Advisory Group
Connecticut
$243K +$453 +3 +0.2%
FB
693
Fulton Bank
Pennsylvania
$242K – – –
QCM
694
Quantinno Capital Management
New York
$242K -$690K -4,567 -74%
ADL
695
Asset Dedication LLC
California
$241K -$32.2K -213 -12%
DC
696
Davenport & Co
Virginia
$239K -$469K -3,104 -66%
SIC
697
Sigma Investment Counselors
Michigan
$238K – – –
TH
698
TCTC Holdings
Texas
$238K – – –
LA
699
LexAurum Advisors
Kansas
$237K – – –
LFG
700
Larson Financial Group
Missouri
$237K +$1.21K +8 +0.5%
26 27
28
29 30