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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.

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
1
Vaughan Nelson Investment Management
Texas
$186M
2
APF
2
Alaska Permanent Fund
Alaska
$348M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$77.3M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$33.6M
5
PLFA
5
Pacific Life Fund Advisors
California
$75.7M

Top Sellers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$312M
2
B
2
Bailard
California
$10.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$763M
4
Bank of America
4
Bank of America
North Carolina
$956M
5
Victory Capital Management
5
Victory Capital Management
Texas
$46M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$956M 6,331,658 -385,562 -6%
Morgan Stanley
2
Morgan Stanley
New York
$763M 5,055,820 -427,372 -8%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$429M 2,843,511 +105,613 +4%
APF
4
Alaska Permanent Fund
Alaska
$348M 2,402,269 +1,169,735 +95%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$315M 2,088,938 +24,679 +1%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$312M 2,060,421 -669,317 -25%
VNIM
7
Vaughan Nelson Investment Management
Texas
$186M 1,234,460 +1,180,955 +2,207%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$181M 1,198,962 -20,563 -2%
DADC
9
D.A. Davidson & Co
Montana
$171M 1,134,640 +54,387 +5%
UBS Group
10
UBS Group
Switzerland
$163M 1,080,901 +117,328 +12%
Goldman Sachs
11
Goldman Sachs
New York
$161M 1,068,747 -52,833 -5%
M&T Bank
12
M&T Bank
New York
$158M 1,049,237 +3,880 +0.4%
LPL Financial
13
LPL Financial
California
$149M 986,496 -8,497 -0.9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$142M 942,986 +22,979 +2%
Wells Fargo
15
Wells Fargo
California
$142M 941,550 -77,656 -8%
Betterment LLC
16
Betterment LLC
New York
$120M 794,473 -34,603 -4%
Charles Schwab
17
Charles Schwab
California
$102M 672,793 -6,691 -1%
Northern Trust
18
Northern Trust
Illinois
$92.2M 610,876 -8,624 -1%
CCWM
19
Cassaday & Co Wealth Management
Virginia
$91.8M 608,076 +4,756 +0.8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$82.4M 545,714 +10,537 +2%
Raymond James Financial
21
Raymond James Financial
Florida
$79.3M 525,134 -68,879 -12%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$77.3M 512,305 +354,975 +226%
PLFA
23
Pacific Life Fund Advisors
California
$75.7M 501,457 +144,894 +41%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$71.9M 475,915 -136,398 -22%
US Bancorp
25
US Bancorp
Minnesota
$57.4M 380,091 -7,964 -2%
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