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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 %
Osaic Holdings
101
Osaic Holdings
Arizona
$10.7M -$1.1M -7,305 -9%
SAM
102
Silvercrest Asset Management
New York
$10.7M -$3.81M -25,202 -26%
TRCT
103
Tower Research Capital (TRC)
New York
$10.6M -$9.76M -62,618 -48%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$10.1M -$122K -808 -1%
B
105
Bailard
California
$10.1M -$65.8M -435,986 -87%
AF
106
Allworth Financial
California
$10M +$1.5M +10,342 +18%
SCG
107
Sonata Capital Group
Washington
$9.73M -$140K -928 -1%
Kovitz Investment Group Partners
108
Kovitz Investment Group Partners
Illinois
$9.71M -$543K -3,599 -5%
Jane Street
109
Jane Street
New York
$9.61M +$5.26M +34,823 +121%
LFWA
110
LBJ Family Wealth Advisors
Texas
$9.42M +$14.9K +99 +0.2%
HIA
111
Harbor Investment Advisory
Maryland
$9.33M -$177K -1,171 -2%
CP
112
Covenant Partners
Tennessee
$9.28M -$4.47M -29,601 -33%
GS
113
GTS Securities
New York
$9.22M +$9.22M +61,089 New
Franklin Resources
114
Franklin Resources
California
$9.19M -$306K -2,030 -3%
GT
115
Glenmede Trust
Pennsylvania
$9.09M -$109K -724 -1%
FWM
116
FSA Wealth Management
Massachusetts
$8.97M +$260K +1,725 +3%
RFA
117
RTD Financial Advisors
Pennsylvania
$8.88M -$138K -912 -2%
KeyBank National Association
118
KeyBank National Association
Ohio
$8.88M -$402K -2,662 -4%
FHA
119
First Horizon Advisors
Tennessee
$8.76M +$409K +2,709 +5%
Stifel Financial
120
Stifel Financial
Missouri
$8.46M -$822K -5,446 -9%
IC
121
IEQ Capital
California
$8.31M +$584K +3,867 +8%
FPAS
122
Focus Partners Advisor Solutions
Missouri
$8.31M +$348K +2,307 +4%
CWC
123
Carolinas Wealth Consulting
North Carolina
$8.3M -$460K -3,049 -5%
HSBC Holdings
124
HSBC Holdings
United Kingdom
$8.16M +$322K +2,136 +4%
FTUS
125
Flow Traders U.S.
New York
$8.13M +$5.86M +38,839 +259%
3 4
5
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