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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 %
OMC
176
Old Mission Capital
Illinois
$4.28M +$1.46M +9,660 +52%
AAS
177
Avantax Advisory Services
Texas
$4.26M -$1.18M -7,848 -22%
TAM
178
Titleist Asset Management
Texas
$4.26M -$8.61K -57 -0.2%
I
179
InvesTrust
Oklahoma
$4.23M +$906 +6 +0%
DSA
180
Droms Strauss Advisors
Missouri
$4.22M +$94.1K +623 +2%
OFG
181
Oxford Financial Group
Indiana
$4.16M -$6.79K -45 -0.2%
UAS
182
United Asset Strategies
New York
$4.08M +$121K +803 +3%
WIC
183
Whitegate Investment Counselors
New Hampshire
$4.04M -$7.1K -47 -0.2%
NFW
184
Noble Family Wealth
Florida
$3.99M – – –
Cambridge Investment Research Advisors
185
Cambridge Investment Research Advisors
Iowa
$3.92M -$414K -2,741 -10%
TAM
186
Tocqueville Asset Management
New York
$3.87M -$86.1K -570 -2%
RWP
187
RWA Wealth Partners
Massachusetts
$3.84M +$383K +2,538 +11%
SC
188
Sierra Capital
Florida
$3.79M +$453 +3 +0%
BF
189
BOK Financial
Oklahoma
$3.78M -$283K -1,877 -7%
MAM
190
McLean Asset Management
Virginia
$3.71M -$183K -1,387 -5%
BFS
191
Bare Financial Services
Pennsylvania
$3.66M – – –
KPWS
192
Kestra Private Wealth Services
Texas
$3.63M -$110K -730 -3%
PFBT
193
Parkside Financial Bank & Trust
Missouri
$3.62M -$3.93K -26 -0.1%
SCP
194
Stevens Capital Partners
Nebraska
$3.61M +$818K +5,416 +29%
IFA
195
Interactive Financial Advisors
Illinois
$3.6M -$29.6K -196 -0.8%
CHC
196
City Holding Co
West Virginia
$3.51M +$62.7K +415 +2%
PAG
197
Private Advisor Group
New Jersey
$3.51M -$79.9K -529 -2%
FWMP
198
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.49M -$90.7K -601 -3%
EH
199
Equitable Holdings
New York
$3.42M -$48.8K -323 -1%
FWMM
200
Foundation Wealth Management (Missouri)
Missouri
$3.36M +$15.9K +105 +0.5%
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