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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 59 funds opening new positions, 274 increasing their positions, 385 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
-74
Holders Change %
-7.09%
% of All Funds
13.17%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.3%
New
59
Increased
274
Reduced
385
Closed
116
Calls
$68.5M
Puts
$4.45M
Net Calls
+$64M
Net Calls Change
-$1.05M

Top Buyers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$186M
2
APF
2
Alaska Permanent Fund
Alaska
$348M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$77.3M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$33.6M
5
PLFA
5
Pacific Life Fund Advisors
California
$75.7M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$312M
2
B
2
Bailard
California
$10.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$763M
4
Bank of America
4
Bank of America
North Carolina
$956M
5
Victory Capital Management
5
Victory Capital Management
Texas
$46M
Name Holding Trade Value Shares
Change 		Shares
Change %
FT
76
Fiduciary Trust
Massachusetts
$15.9M -$219K -1,449 -1%
ZF
77
Zhang Financial
Michigan
$15.6M +$4.53K +30 +0%
SC
78
Savant Capital
Illinois
$15.1M -$736K -4,873 -5%
EF
79
Elite Financial
Idaho
$15.1M +$15.1M +99,908 New
AQR Capital Management
80
AQR Capital Management
Connecticut
$15M +$38.3K +254 +0.3%
Two Sigma Investments
81
Two Sigma Investments
New York
$15M +$6.28M +41,600 +72%
PIA
82
Powell Investment Advisors
Florida
$14.7M +$574K +3,803 +4%
SCM
83
Shapiro Capital Management
Georgia
$14.5M +$6.72M +44,525 +87%
PFA
84
Pure Financial Advisors
California
$14.1M +$1.84M +12,193 +15%
MGIA
85
Moneta Group Investment Advisors
Missouri
$13.9M -$278K -1,840 -2%
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$13.6M -$886K -5,867 -6%
AllianceBernstein
87
AllianceBernstein
Tennessee
$13.6M +$913K +6,044 +7%
SF
88
Synovus Financial
Georgia
$13.4M -$356K -2,357 -3%
WA
89
Waverly Advisors
Alabama
$13.3M -$560K -3,712 -4%
TSW
90
Thompson Siegel & Walmsley
Virginia
$13M -$1.06M -7,023 -8%
AL
91
Aspiriant LLC
California
$13M +$2.42K +16 +0%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$13M -$1.49M -9,875 -10%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$12.6M -$960K -6,361 -7%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$12.1M -$4.87M -32,287 -29%
WANY
95
Wealthspire Advisors (New York)
New York
$11.5M +$1.64M +10,836 +17%
Creative Planning
96
Creative Planning
Kansas
$11.4M +$95.6K +633 +0.8%
RA
97
Royce & Associates
New York
$11.4M +$3.25M +21,536 +40%
CM
98
Churchill Management
California
$11.4M -$40.6K -269 -0.4%
HWA
99
Hillcrest Wealth Advisors
New Jersey
$11.3M +$302K +2,000 +3%
EWA
100
EP Wealth Advisors
California
$10.8M +$644K +4,268 +6%
2 3
4
5 6