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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 %
AAS
1051
Annex Advisory Services
Wisconsin
– -$202K -1,230 Closed
MFA
1052
McClarren Financial Advisors
Pennsylvania
– -$172K -1,051 Closed
CAS
1053
Coppell Advisory Solutions
Texas
– -$152K -929 Closed
OC
1054
Oarsman Capital
Wisconsin
– -$146K -890 Closed
JEST
1055
JTC Employer Solutions Trustee
Jersey
– -$100K -610 Closed
CBT
1056
CoreFirst Bank & Trust
Kansas
– -$86.2K -525 Closed
CJ
1057
Caitlin John
Michigan
– -$79.2K -482 Closed
SIM
1058
Synergy Investment Management
Florida
– -$78K -475 Closed
GKIM
1059
GW&K Investment Management
Massachusetts
– -$69K -418 Closed
AT
1060
Arlington Trust
Alabama
– -$65.2K -397 Closed
EPW
1061
Endeavor Private Wealth
Kansas
– -$58.9K -359 Closed
MFG
1062
Menard Financial Group
Texas
– -$26.6K -162 Closed
FLP
1063
Financial Life Planners
Arizona
– -$26.5K -161 Closed
MSS
1064
Mitchell Sinkler & Starr
Pennsylvania
– -$24.6K -150 Closed
FIA
1065
FPC Investment Advisory
California
– -$24.6K -147 Closed
VWM
1066
Venturi Wealth Management
Texas
– -$18.6K -113 Closed
EW
1067
Element Wealth
Mississippi
– -$17.7K -108 Closed
VHAM
1068
Van Hulzen Asset Management
California
– -$17K -104 Closed
TCG
1069
Transcendent Capital Group
Oklahoma
– -$12.8K -78 Closed
TPW
1070
Talon Private Wealth
Florida
– -$12.3K -75 Closed
RFA
1071
Register Financial Advisors
Georgia
– -$11.5K -70 Closed
EBA
1072
Eagle Bay Advisors
New York
– -$9.85K -60 Closed
POIA
1073
Pin Oak Investment Advisors
Texas
– -$8K -50 Closed
PCWA
1074
Pacific Capital Wealth Advisors
California
– -$8.04K -49 Closed
RCM
1075
Raleigh Capital Management
North Carolina
– -$7.22K -44 Closed
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