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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 %
CG
701
Cynosure Group
Utah
$236K – – –
NL
702
NDWM LLC
California
$236K -$121K -801 -34%
AF
703
Atala Financial
California
$236K -$11.8K -78 -5%
PWPS
704
Pinnacle Wealth Planning Services
Ohio
$235K -$3.02K -20 -1%
ARA
705
Alexander Randolph Advisory
Virginia
$235K – – –
CHJWM
706
Carlton Hofferkamp & Jenks Wealth Management
Texas
$235K +$6.24K +45 +3%
LWANC
707
Laurel Wealth Advisors (North Carolina)
North Carolina
$234K – – –
IBOK
708
Independence Bank of Kentucky
Kentucky
$233K – – –
Qube Research & Technologies (QRT)
709
Qube Research & Technologies (QRT)
United Kingdom
$233K +$233K +1,543 New
SIA
710
Soltis Investment Advisors
Utah
$232K – – –
EIP
711
Ellis Investment Partners
Pennsylvania
$232K +$755 +5 +0.3%
ACM
712
Advance Capital Management
Michigan
$229K – – –
PWM
713
Palacios Wealth Management
Florida
$228K +$228K +1,157 New
VA
714
Valmark Advisers
Ohio
$228K +$1.81K +12 +0.8%
OC
715
Oakworth Capital
Alabama
$228K +$1.96K +13 +0.9%
EPM
716
Elm Partners Management
Pennsylvania
$228K -$31.4K -208 -12%
USB
717
Union Savings Bank
Connecticut
$227K – – –
MWA
718
Midland Wealth Advisors
Illinois
$226K -$112K -745 -33%
CIA
719
Compass Ion Advisors
Pennsylvania
$226K +$2.72K +18 +1%
1IA
720
1834 Investment Advisors
Wisconsin
$226K – – –
JIC
721
Joel Isaacson & Co
New York
$226K +$25.4K +168 +13%
SAM
722
Smartleaf Asset Management
Massachusetts
$224K +$175K +1,155 +351%
Fisher Asset Management
723
Fisher Asset Management
Washington
$223K -$71.4K -473 -24%
SFP
724
Shepherd Financial Partners
Massachusetts
$221K – – –
SRL
725
Scientech Research LLC
New Jersey
$220K +$220K +1,456 New
27 28
29
30 31