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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 %
TD Asset Management
151
TD Asset Management
Ontario, Canada
$5.83M +$23.9K +158 +0.4%
ACB
152
Aristotle Capital Boston
Massachusetts
$5.7M – – –
Squarepoint
153
Squarepoint
New York
$5.59M +$3.19M +21,149 +133%
LA
154
LWM Advisors
California
$5.46M +$64.2K +430 +1%
HW
155
Hancock Whitney
Mississippi
$5.32M -$30.8K -204 -0.6%
IFO
156
Independent Family Office
New York
$5.28M – – –
OFS
157
Oldfather Financial Services
Nebraska
$5.26M +$142K +941 +3%
ITB
158
Idaho Trust Bank
Idaho
$5.24M -$112K -741 -2%
BCM
159
Brookstone Capital Management
Illinois
$5.12M -$103K -679 -2%
APP
160
Avantax Planning Partners
Iowa
$5.11M -$189K -1,249 -4%
VVP
161
Venture Visionary Partners
Ohio
$5.04M -$1.16M -7,691 -19%
EARNEST Partners
162
EARNEST Partners
Georgia
$5M -$536K -3,553 -10%
MML Investors Services
163
MML Investors Services
Massachusetts
$4.97M -$161K -1,064 -3%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$4.94M -$166K -1,098 -3%
PAS
165
Park Avenue Securities
New York
$4.93M +$3.28M +21,704 +199%
WB
166
WesBanco Bank
West Virginia
$4.85M -$206K -1,363 -4%
MAM
167
MMA Asset Management
Pennsylvania
$4.84M +$206K +1,367 +4%
SMH
168
Sanders Morris Harris
Texas
$4.79M +$22.2K +147 +0.5%
HBCM
169
Heron Bay Capital Management
Michigan
$4.73M -$1.21M -8,045 -20%
Boston Partners
170
Boston Partners
Massachusetts
$4.68M -$3.68M -24,364 -44%
BF
171
Brooklyn FI
New York
$4.68M -$56.6K -375 -1%
FSWA
172
Financial Synergies Wealth Advisors
Texas
$4.55M +$462K +3,059 +11%
XF
173
XML Financial
Maryland
$4.5M -$373K -2,468 -8%
HI
174
Harbour Investments
Wisconsin
$4.38M +$494K +3,275 +13%
SBH
175
Segall Bryant & Hamill
Illinois
$4.35M -$655K -4,337 -13%
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