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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 %
BAAM
1026
Baker Avenue Asset Management
California
– -$221K -1,343 Closed
SC
1027
Scotia Capital
Ontario, Canada
– -$220K -1,341 Closed
CCP
1028
Clifford Capital Partners
Utah
– -$218K -1,330 Closed
CCG
1029
Cypress Capital Group
Florida
– -$213K -1,296 Closed
DWM
1030
Destination Wealth Management
California
– -$212K -1,292 Closed
KWA
1031
Kingswood Wealth Advisors
California
– -$212K -1,291 Closed
WHCFA
1032
William Howard & Co Financial Advisors
Tennessee
– -$212K -1,289 Closed
WA
1033
WESPAC Advisors
California
– -$212K -1,289 Closed
REMPR
1034
Roof Eidam Maycock Peralta (REMP)
California
– -$211K -1,283 Closed
PA
1035
PFG Advisors
Arizona
– -$210K -1,280 Closed
AWM
1036
Accel Wealth Management
Iowa
– -$210K -1,279 Closed
CIA
1037
Capital Investment Advisors
Georgia
– -$209K -1,271 Closed
PIFP
1038
Partners in Financial Planning
Virginia
– -$208K -1,269 Closed
FFP
1039
FourThought Financial Partners
Florida
– -$207K -1,261 Closed
WPC
1040
Wedmont Private Capital
Pennsylvania
– -$200K -1,253 Closed
MFP
1041
Meridian Financial Partners
Virginia
– -$205K -1,246 Closed
BCI
1042
Brinker Capital Investments
Pennsylvania
– -$204K -1,243 Closed
OPS
1043
Orion Portfolio Solutions
Nebraska
– -$204K -1,243 Closed
CFS
1044
Cannon Financial Strategists
Georgia
– -$204K -1,242 Closed
PGA
1045
Portland Global Advisors
Maine
– -$204K -1,240 Closed
WTFG
1046
Wells Trecaso Financial Group
Ohio
– -$203K -1,237 Closed
AG
1047
AlTi Global
New York
– -$203K -1,235 Closed
KFP
1048
KMG Fiduciary Partners
Ohio
– -$203K -1,234 Closed
WW
1049
Westshore Wealth
California
– -$202K -1,233 Closed
PAS
1050
Professional Advisory Services
Florida
– -$202K -1,232 Closed
40 41
42
43 44