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

Top Sellers

1
Jones Financial Companies
Jones Financial Companies
Missouri
$312M
2
B
Bailard
California
$10.1M
3
Morgan Stanley
Morgan Stanley
New York
$763M
4
Bank of America
Bank of America
North Carolina
$956M
5
Victory Capital Management
Victory Capital Management
Texas
$46M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
976
SSI Investment Management
California
– -$8.79M -53,526 Closed
KCP
977
Kera Capital Partners
California
– -$8.65M -52,662 Closed
State Street
978
State Street
Massachusetts
– -$8.36M -50,900 Closed
FHB
979
First Hawaiian Bank
Hawaii
– -$4.52M -27,503 Closed
JFG
980
Jefferies Financial Group
New York
– -$4.43M -27,014 Closed
CPBTD
981
Central Pacific Bank - Trust Division
Hawaii
– -$3.77M -22,960 Closed
William Blair Investment Management
982
William Blair Investment Management
Illinois
– -$3.66M -22,315 Closed
SFS
983
Sowell Financial Services
Arkansas
– -$3.37M -20,543 Closed
AP
984
Advisors Preferred
Maryland
– -$2.69M -16,385 Closed
PRCP
985
Pacific Ridge Capital Partners
Oregon
– -$2.32M -14,129 Closed
MWM
986
Moran Wealth Management
Florida
– -$2.14M -13,050 Closed
MA
987
Marquette Associates
Illinois
– -$2.11M -12,874 Closed
TC
988
Towle & Co
Colorado
– -$1.8M -10,972 Closed
CAM
989
Congress Asset Management
Massachusetts
– -$1.21M -7,341 Closed
PMAM
990
Picton Mahoney Asset Management
Ontario, Canada
– -$985K -6,000 Closed
GIA
991
Goodwin Investment Advisory
Georgia
– -$898K -5,470 Closed
BAM
992
Bosun Asset Management
Illinois
– -$878K -5,348 Closed
Simplex Trading
993
Simplex Trading
Illinois
– -$859K -5,238 Closed
EP
994
Essential Planning
New Hampshire
– -$755K -4,470 Closed
Wolverine Trading
995
Wolverine Trading
Illinois
– -$722K -4,413 Closed
FFBTD
996
First Financial Bank - Trust Division
Ohio
– -$712K -4,338 Closed
Parallax Volatility Advisers
997
Parallax Volatility Advisers
California
– -$673K -4,101 Closed
OCBCO
998
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$668K -4,070 Closed
CIM
999
Confluence Investment Management
Missouri
– -$627K -3,822 Closed
LTAS
1000
Linden Thomas Advisory Services
North Carolina
– -$610K -3,717 Closed
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