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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 %
William Blair & Company
126
William Blair & Company
Illinois
$8.05M -$79.1K -524 -1%
SI
127
Stephens Inc
Arkansas
$7.84M -$7.26M -48,054 -48%
Prudential Financial
128
Prudential Financial
New Jersey
$7.77M -$6.49M -42,970 -46%
Twin Tree Management
129
Twin Tree Management
Texas
$7.54M +$7.54M +49,959 New
MWM
130
Marion Wealth Management
Pennsylvania
$7.48M +$166K +1,101 +2%
HCA
131
Harbor Capital Advisors
Illinois
$7.22M +$3.78M +25,011 +110%
PLU
132
Performa Ltd (US)
South Carolina
$7.02M +$799K +5,290 +13%
OCM
133
One Capital Management
California
$7.01M +$256K +1,697 +4%
TWC
134
TD Waterhouse Canada
Ontario, Canada
$6.95M -$1.08M -7,149 -13%
PGFC
135
Peapack-Gladstone Financial Corp
New Jersey
$6.88M -$153K -1,014 -2%
VCM
136
Viewpoint Capital Management
Washington
$6.88M +$420K +2,783 +7%
CIBC Private Wealth Group
137
CIBC Private Wealth Group
Georgia
$6.73M -$91.4K -693 -1%
GJL
138
Gendell Jeffrey L
$6.56M -$11.8M -78,438 -64%
KAS
139
Kestra Advisory Services
Texas
$6.5M -$775K -5,136 -11%
Fuller & Thaler Asset Management
140
Fuller & Thaler Asset Management
California
$6.42M -$9.05M -59,932 -59%
CAM
141
Cresset Asset Management
Illinois
$6.38M -$524K -3,473 -8%
HWM
142
HB Wealth Management
Georgia
$6.35M +$52.5K +348 +0.8%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$6.21M -$269K -1,780 -4%
CG
144
Corundum Group
Colorado
$6.19M – – –
SF
145
Summit Financial
New Jersey
$6.16M -$426K -2,822 -6%
Macquarie Group
146
Macquarie Group
Australia
$6.16M +$6.16M +40,810 New
AI
147
Ariel Investments
Illinois
$6.13M -$874K -5,787 -12%
CWM
148
Congress Wealth Management
Massachusetts
$5.95M +$524K +3,462 +10%
CWA
149
CM Wealth Advisors
Ohio
$5.93M -$263K -1,741 -4%
GWM
150
Geneos Wealth Management
Colorado
$5.9M +$3.31M +21,895 +128%
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