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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 %
PW
901
Pandora Wealth
Illinois
$16.2K +$16.2K +107 New
DWM
902
Darwin Wealth Management
Florida
$15.7K – – –
PSFG
903
Park Square Financial Group
Georgia
$15.1K -$12.5K -83 -45%
CBT
904
Crews Bank & Trust
Florida
$15.1K -$7.55K -50 -33%
HWM
905
Horizons Wealth Management
North Carolina
$15.1K – – –
RMC
906
Resources Management Corp
Connecticut
$15K – – –
AEPWM
907
Atlantic Edge Private Wealth Management
Florida
$14.8K -$7.55K -50 -34%
CPA
908
Compass Planning Associates
Massachusetts
$13.4K – – –
WTFG
909
Wood Tarver Financial Group
Idaho
$13.3K – – –
BCMLT
910
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.9K -$8.92K -59 -41%
KPP
911
Kings Path Partners
Texas
$12.8K – – –
WWM
912
Wolff Wiese Magana
California
$12.7K – – –
MFA
913
Morling Financial Advisors
California
$11.8K – – –
FG
914
Fairman Group
Pennsylvania
$11.6K – – –
MIA
915
Milestone Investment Advisors
Wisconsin
$11.4K – – –
MBFW
916
Morton Brown Family Wealth
Pennsylvania
$10.6K – – –
PIP
917
Peachtree Investment Partners
Florida
$10.1K – – –
SS
918
Sunbelt Securities
Texas
$10.1K +$4.53K +30 +81%
FCMT
919
Founders Capital Management (Texas)
Texas
$9.97K – – –
FFA
920
Founders Financial Alliance
North Carolina
$9.55K – – –
VWM
921
Valley Wealth Managers
New Jersey
$9.51K -$453 -3 -5%
OAJ
922
Ogorek Anthony Joseph
New York
$9K – – –
AWM
923
Activest Wealth Management
Florida
$8.62K – – –
NG
924
NWK Group
California
$8.61K – – –
FGAM
925
Financial Gravity Asset Management
Texas
$8.46K +$8.46K +56 New
35 36
37
38 39