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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 %
NA
201
NewEdge Advisors
Louisiana
$3.25M -$338K -2,236 -9%
FCI
202
Financial Counselors Inc
Kansas
$3.2M -$44.8K -297 -1%
RP
203
Reinhart Partners
Wisconsin
$3.15M +$3.15M +20,838 New
NWM
204
Northwest Wealth Management
Iowa
$3.13M -$12.1K -80 -0.4%
BIM
205
Bridges Investment Management
Nebraska
$3.12M – – –
AB
206
Atlas Brown
Kentucky
$3.11M -$25.2K -167 -0.8%
Envestnet Portfolio Solutions
207
Envestnet Portfolio Solutions
Illinois
$3.09M +$1.29M +8,561 +72%
FGA
208
Fortis Group Advisors
New Jersey
$3.05M -$78.8K -522 -3%
IIC
209
Integrated Investment Consultants
Michigan
$3.05M -$874K -5,787 -22%
BCIM
210
Bishop & Co Investment Management
Pennsylvania
$3.04M -$395K -2,616 -11%
TYCC
211
Texas Yale Capital Corp
Florida
$3.03M +$7.1K +47 +0.2%
VW
212
Vance Wealth
California
$3M -$343K -2,275 -10%
PP
213
Prosperity Planning
Missouri
$2.96M -$39.7K -263 -1%
FCBT
214
First Citizens Bank & Trust
North Carolina
$2.95M +$1.62M +10,750 +122%
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
$2.86M -$315K -2,086 -10%
MCCA
216
Mill Creek Capital Advisors
Pennsylvania
$2.85M -$774K -5,126 -21%
TFA
217
Tobias Financial Advisors
Florida
$2.81M -$5.59K -37 -0.2%
VWA
218
Visionary Wealth Advisors
Illinois
$2.79M -$21.6K -143 -0.8%
GIA
219
GHP Investment Advisors
Colorado
$2.74M -$35.2K -233 -1%
BMWS
220
Brady Martz Wealth Solutions
North Dakota
$2.7M -$13.4K -89 -0.5%
AWS
221
Atria Wealth Solutions
New York
$2.65M -$25.4K -168 -0.9%
HCA
222
Heck Capital Advisors
Wisconsin
$2.61M -$3.07M -20,302 -54%
GC
223
Grimes & Company
Massachusetts
$2.54M -$17.5K -116 -0.7%
Wealthfront Advisers
224
Wealthfront Advisers
California
$2.53M -$165K -1,094 -6%
CAM
225
Cobblestone Asset Management
Virginia
$2.51M +$338K +2,237 +16%
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