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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 %
CMP
826
Coston McIsaac & Partners
Maine
$69K – – –
HWM
827
Hemington Wealth Management
Virginia
$66K -$7.77K -52 -11%
MG
828
MilWealth Group
Wisconsin
$63K – – –
BIG
829
Brooklyn Investment Group
New York
$62.5K +$1.66K +11 +3%
FFA
830
Frazier Financial Advisors
Ohio
$62.4K – – –
EK
831
Evensky & Katz
Florida
$62K -$456 -3 -0.7%
Loomis, Sayles & Company
832
Loomis, Sayles & Company
Massachusetts
$60K – – –
SWA
833
SOA Wealth Advisors
New York
$59.7K +$151 +1 +0.3%
FP
834
Financial Perspectives
Minnesota
$59.2K +$151 +1 +0.3%
PGAM
835
Princeton Global Asset Management
New Jersey
$59K -$54.5K -361 -48%
BMC
836
Bear Mountain Capital
Washington
$55.9K – – –
WA
837
Whipplewood Advisors
Colorado
$52.8K -$421K -311 -89%
FNWM
838
Financial Network Wealth Management
Utah
$52K +$52K +346 New
BA
839
Ballast Advisors
Minnesota
$51K – – –
RBC
840
Roble Belko & Company
Pennsylvania
$51K – – –
BSB
841
Bangor Savings Bank
Maine
$50.9K – – –
STB
842
S&T Bank
Pennsylvania
$50.6K -$1.36K -9 -3%
HT
843
Headlands Technologies
Illinois
$50.4K -$44.2K -293 -47%
WA
844
WPG Advisers
Maryland
$49.1K -$13.6K -90 -22%
MAM
845
Marquette Asset Management
Minnesota
$48.9K – – –
PB
846
Pinnacle Bancorp
Nebraska
$47.1K – – –
HBW
847
Hazlett, Burt & Watson
West Virginia
$47K -$15.6K -104 -25%
GSWM
848
Golden State Wealth Management
California
$46.5K +$2.72K +18 +6%
CWM
849
Centricity Wealth Management
Ohio
$45.3K – – –
FFWM
850
Future Financial Wealth Management
Ohio
$45.3K – – –
32 33
34
35 36