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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 %
NG
726
Northstar Group
New York
$220K – – –
WWA
727
Wingate Wealth Advisors
Massachusetts
$219K +$604 +4 +0.3%
WS
728
Wedbush Securities
California
$218K -$31.7K -210 -13%
KWS
729
Keystone Wealth Services
California
$218K – – –
CFP
730
Cascade Financial Partners
California
$217K -$1.96K -13 -0.9%
LOPW
731
Live Oak Private Wealth
North Carolina
$217K – – –
LWM
732
Lionshead Wealth Management
New York
$217K -$209K -1,387 -49%
GAM
733
Gotham Asset Management
New York
$216K +$216K +1,433 New
M
734
MATAURO
New York
$216K -$13.9K -92 -6%
LC
735
Lindbrook Capital
California
$216K – – –
RBC
736
Romano Brothers & Co
Illinois
$214K +$2.27K +15 +1%
AC
737
Annandale Capital
Texas
$213K – – –
CCG
738
Chatham Capital Group
Georgia
$213K -$37.7K -250 -15%
IAA
739
Independent Advisor Alliance
North Carolina
$213K -$1.19M -7,862 -85%
WIC
740
Willis Investment Counsel
Georgia
$211K – – –
SSWM
741
Smith Salley Wealth Management
North Carolina
$211K – – –
LNB
742
Ledyard National Bank
$208K -$68.2K -452 -25%
SL
743
Sentinus LLC
Illinois
$208K – – –
CAM
744
Clark Asset Management
New Hampshire
$207K – – –
CWM
745
CCG Wealth Management
California
$207K +$207K +1,368 New
MW
746
Members Wealth
Pennsylvania
$205K +$8.76K +58 +4%
IWM
747
IHT Wealth Management
Illinois
$205K -$87.1K -577 -30%
NB
748
NBT Bank
New York
$204K -$4.53K -30 -2%
CPIA
749
Cornell Pochily Investment Advisors
New York
$204K – – –
HCM
750
Hollencrest Capital Management
California
$202K – – –
28 29
30
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