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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 %
SI
751
Saxon Interests
Texas
$201K +$4.38K +29 +2%
ARC
752
Advisor Resource Council
Texas
$200K +$200K +3,842 New
AIM
753
Athena Investment Management
California
$200K – – –
CW
754
Curio Wealth
Maryland
$196K +$196K +2 New
HPC
755
HM Payson & Co
Maine
$196K -$8.3K -55 -4%
FWA
756
FSC Wealth Advisors
New York
$192K +$41.7K +276 +28%
SAM
757
S.A. Mason
Michigan
$191K – – –
EWM
758
EPG Wealth Management
Georgia
$188K +$35.3K +234 +23%
AIM
759
Anchor Investment Management
South Carolina
$186K – – –
WT
760
Washington Trust
Rhode Island
$184K – – –
RhumbLine Advisers
761
RhumbLine Advisers
Massachusetts
$182K +$61.3K +406 +51%
BI
762
Binnacle Investments
Iowa
$179K +$179K +1,185 New
AIP
763
Ameritas Investment Partners
Nebraska
$174K -$79.1K -524 -31%
CF
764
Centaurus Financial
California
$173K +$151 +1 +0.1%
Bessemer Group
765
Bessemer Group
New Jersey
$172K -$61.2K -403 -26%
SC
766
Stephens Consulting
Michigan
$168K – – –
Lazard Asset Management
767
Lazard Asset Management
New York
$166K – – –
CFP
768
Comprehensive Financial Planning
Pennsylvania
$166K -$50.7K -336 -23%
CTC
769
Central Trust Company
Missouri
$161K -$755 -5 -0.5%
CWM
770
Copia Wealth Management
Oregon
$159K -$36.2K -240 -19%
HH
771
Hilltop Holdings
Texas
$158K +$158K +1,044 New
CTWM
772
Cherry Tree Wealth Management
Minnesota
$157K – – –
RTL
773
Red Tortoise LLC
Georgia
$157K +$453 +3 +0.3%
RIL
774
Rothschild Investment LLC
Illinois
$157K – – –
EB
775
Eastern Bank
Massachusetts
$151K -$65.4K -433 -30%
29 30
31
32 33