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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 %
AT
1001
American Trust
Kentucky
– -$566K -3,448 Closed
DWM
1002
Dakota Wealth Management
Florida
– -$551K -3,358 Closed
FAIM
1003
Financial Advocates Investment Management
Washington
– -$545K -3,317 Closed
Balyasny Asset Management
1004
Balyasny Asset Management
Illinois
– -$527K -3,211 Closed
BGIM
1005
Brandywine Global Investment Management
Pennsylvania
– -$502K -3,060 Closed
XT
1006
XTX Topco
Cayman Islands
– -$466K -2,838 Closed
JSAM
1007
J. Safra Asset Management
New York
– -$458K -2,800 Closed
EAM
1008
Eschler Asset Management
United Kingdom
– -$451K -2,750 Closed
BFG
1009
Bleakley Financial Group
New Jersey
– -$394K -2,399 Closed
KP
1010
Keel Point
Alabama
– -$392K -2,389 Closed
CAG
1011
Csenge Advisory Group
Florida
– -$383K -2,330 Closed
VAS
1012
Vestmark Advisory Solutions
Massachusetts
– -$378K -2,305 Closed
FHC
1013
First Heartland Consultants
Missouri
– -$362K -2,206 Closed
NF
1014
Nvest Financial
New Hampshire
– -$331K -2,018 Closed
DIA
1015
Dana Investment Advisors
Wisconsin
– -$297K -1,808 Closed
KCM
1016
Kennedy Capital Management
Missouri
– -$295K -1,794 Closed
OL
1017
Owen LaRue
Kentucky
– -$281K -1,713 Closed
LGWM
1018
Litman Gregory Wealth Management
California
– -$272K -1,657 Closed
NCFG
1019
New Century Financial Group
New Jersey
– -$274K -1,654 Closed
GT
1020
Greenleaf Trust
Michigan
– -$271K -1,653 Closed
UOP
1021
University of Pittsburgh
Pennsylvania
– -$251K -1,615 Closed
DIM
1022
Delta Investment Management
California
– -$263K -1,604 Closed
GAB
1023
German American Bancorp
Indiana
– -$242K -1,472 Closed
CFGS
1024
Concourse Financial Group Securities
Alabama
– -$231K -1,380 Closed
Fayez Sarofim & Co
1025
Fayez Sarofim & Co
Texas
– -$223K -1,358 Closed
39 40
41
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