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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 %
OIA
876
Optimum Investment Advisors
Illinois
$28.7K – – –
B
877
Birchbrook
Maine
$28.5K – – –
TF
878
Tompkins Financial
New York
$26.4K – – –
MA
879
MCF Advisors
Kentucky
$24.6K – – –
PWA
880
Provenance Wealth Advisors
Florida
$24.3K – – –
BC
881
Barrett & Company
Rhode Island
$24K – – –
HC
882
Hoese & Co
Minnesota
$23.9K – – –
PCTC
883
Perkins Coie Trust Company
Washington
$23.4K – – –
HDIM
884
Hanson & Doremus Investment Management
Vermont
$23K – – –
CAM
885
Close Asset Management
United Kingdom
$23K – – –
SN
886
Sittner & Nelson
Oregon
$22.8K – – –
DIP
887
DT Investment Partners
Pennsylvania
$22.6K -$11.3K -75 -33%
MMG
888
Monetary Management Group
Missouri
$22.6K – – –
IRC
889
Investors Research Corp
Georgia
$22.6K – – –
WPA
890
Wealth Preservation Advisors
Tennessee
$22.6K +$22.6K +150 New
SIC
891
Salem Investment Counselors
North Carolina
$22.2K – – –
HB
892
Horizon Bancorp
Indiana
$22K – – –
AWM
893
Abound Wealth Management
Tennessee
$21.8K – – –
PC
894
Promus Capital
Illinois
$21K – – –
MSG
895
Main Street Group
Virginia
$19.9K – – –
AIA
896
Armor Investment Advisors
North Carolina
$19.6K – – –
PP
897
Pacifica Partners
Canada
$19.6K – – –
CSC
898
Caldwell Sutter Capital
California
$19K +$11.8K +78 +163%
FDW
899
Fourth Dimension Wealth
Ohio
$17.1K +$7.55K +50 +79%
RFS
900
Richardson Financial Services
Massachusetts
$16.2K +$1.81K +12 +13%
34 35
36
37 38