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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 %
MCM
776
Manchester Capital Management
Vermont
$150K – – –
CSB
777
City State Bank
Iowa
$142K – – –
RP
778
Rice Partnership
Hawaii
$142K +$85K +563 +150%
WTA
779
Washington Trust Advisors
Massachusetts
$140K – – –
WIM
780
Westside Investment Management
California
$137K +$9.97K +66 +8%
VCM
781
Versant Capital Management
Arizona
$129K – – –
HFS
782
Hopwood Financial Services
Virginia
$129K -$258K -1,707 -67%
CPG
783
Cornerstone Planning Group
New Jersey
$129K -$16K -112 -11%
AA
784
Addison Advisors
Vermont
$125K – – –
TWM
785
Topsail Wealth Management
North Carolina
$124K +$45.3K +300 +57%
3IP
786
3Chopt Investment Partners
Virginia
$124K +$124K +818 New
AAG
787
Armstrong Advisory Group
Massachusetts
$123K – – –
PS
788
Pinney & Scofield
Massachusetts
$122K – – –
FDCP
789
Foster Dykema Cabot & Partners
Massachusetts
$122K – – –
GI
790
GAMMA Investing
California
$120K – – –
SC
791
SouthState Corp
Florida
$120K – – –
WP
792
WealthShield Partners
North Carolina
$117K -$1.96K -13 -2%
LI
793
LRI Investments
Florida
$114K – – –
GWM
794
Grand Wealth Management
Michigan
$114K -$16K -106 -12%
TIM
795
Thompson Investment Management
Wisconsin
$114K -$67K -444 -37%
PPA
796
Painted Porch Advisors
California
$109K – – –
GWSG
797
GPS Wealth Strategies Group
Colorado
$108K +$14.2K +94 +15%
AWM
798
Atticus Wealth Management
Florida
$107K -$1.51K -10 -1%
SMA
799
Sage Mountain Advisors
Georgia
$107K – – –
JFG
800
JDM Financial Group
Texas
$103K – – –
30 31
32
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