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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 %
FPF
951
First Pacific Financial
Washington
$3.78K +$3.78K +25 New
OP
952
ORG Partners
Indiana
$3.21K -$5.51K -36 -63%
BCPWM
953
Bradley & Co Private Wealth Management
Florida
$2.87K – – –
MCA
954
Maryland Capital Advisors
Maryland
$2.57K – – –
MEG
955
Millstone Evans Group
Colorado
$2.42K – – –
MSWA
956
Marshall & Sterling Wealth Advisors
New York
$2.42K – – –
NRG
957
Nemes Rush Group
Michigan
$2.11K – – –
HFS
958
Hantz Financial Services
Michigan
$2K -$18.7K -112 -90%
SWC
959
Spectrum Wealth Counsel
Indiana
$1.96K – – –
KIG
960
Kessler Investment Group
Indiana
$1.96K +$1.96K +13 New
QC
961
Quent Capital
New York
$1.68K – – –
GTAM
962
Global Trust Asset Management
Florida
$1.66K -$1.21K -8 -42%
PWM
963
Provident Wealth Management
Tennessee
$1.66K – – –
MHR
964
Matthew Hamilton Rosenberg
$1.36K – – –
OA
965
Operose Advisors
Wisconsin
$1.06K – – –
WCM
966
Westend Capital Management
California
$906 – – –
PMIM
967
Prudent Man Investment Management
Colorado
$821 – – –
CWP
968
Concord Wealth Partners
Virginia
$794 – – –
DF
969
Dunhill Financial
United Kingdom
$612 – – –
T
970
Transce3nd
Texas
$604 -$1.36K -9 -69%
BIA
971
Bell Investment Advisors
California
$604 – – –
VI
972
Vestcor Inc
New Brunswick, Canada
– -$18.1M -110,500 Closed
LI
973
LHM Inc
Utah
– -$15.7M -95,768 Closed
SW
974
SVB Wealth
Massachusetts
– -$15.3M -93,315 Closed
CM
975
Castleark Management
Illinois
– -$9.67M -58,880 Closed
37 38
39
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