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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 59 funds opening new positions, 274 increasing their positions, 385 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
-74
Holders Change %
-7.09%
% of All Funds
13.17%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.3%
New
59
Increased
274
Reduced
385
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
$186M
2
APF
Alaska Permanent Fund
Alaska
$348M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$77.3M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$33.6M
5
PLFA
Pacific Life Fund Advisors
California
$75.7M

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$312M
2
B
Bailard
California
$10.1M
3
Morgan Stanley
Morgan Stanley
New York
$763M
4
Bank of America
Bank of America
North Carolina
$956M
5
Victory Capital Management
Victory Capital Management
Texas
$46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$29.8M -$9.52M -63,065 -24%
Truist Financial
52
Truist Financial
North Carolina
$27.5M -$1.01M -6,717 -4%
Kayne Anderson Rudnick Investment Management
53
Kayne Anderson Rudnick Investment Management
California
$27.3M -$485K -3,213 -2%
BlackRock
54
BlackRock
New York
$27M +$1.38M +9,152 +5%
WTC
55
WhitTier Trust Company
Nevada
$26.8M +$753K +4,985 +3%
Citadel Advisors
56
Citadel Advisors
Florida
$26.2M +$5.59M +37,046 +27%
Mariner
57
Mariner
Kansas
$26M +$965K +6,391 +4%
Brown Advisory
58
Brown Advisory
Maryland
$25.9M -$8.4M -55,618 -24%
WF
59
WoodTrust Financial
Wisconsin
$24.6M +$432K +2,858 +2%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$24.3M -$3.59M -23,809 -13%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$23.6M -$2.81M -18,617 -11%
CC
62
Courier Capital
New York
$22.3M +$165K +1,091 +0.7%
JIC
63
Johnson Investment Counsel
Ohio
$22M +$185K +1,226 +0.9%
MWM
64
Modera Wealth Management
New Jersey
$21.8M -$900K -5,963 -4%
Janus Henderson Group
65
Janus Henderson Group
United Kingdom
$20.9M +$4.49M +29,678 +27%
LI
66
Leeward Investments
Massachusetts
$20.6M +$16.6M +110,126 +423%
HighTower Advisors
67
HighTower Advisors
Illinois
$19.8M -$649K -4,300 -3%
Principal Financial Group
68
Principal Financial Group
Iowa
$19.2M -$11.3M -74,632 -37%
Comerica Bank
69
Comerica Bank
Texas
$19.1M -$130K -858 -0.7%
BBVA
70
Banco Bilbao Vizcaya Argentaria
Spain
$18.8M +$18.8M +125,000 New
QC
71
Quadrature Capital
United Kingdom
$18.5M +$18.5M +122,531 New
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$18M +$1.28M +8,504 +8%
Calamos Advisors
73
Calamos Advisors
Illinois
$17.1M – – –
Barclays
74
Barclays
United Kingdom
$16.3M +$4.6M +30,450 +39%
Cerity Partners
75
Cerity Partners
New York
$16.3M +$15.1K +100 +0.1%
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