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iShares Russell 2000 Value ETF
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Overview Fund Activity

938 hedge funds and large institutions have $8.26B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 293 increasing their positions, 348 reducing their positions, and 64 closing their positions.

Holders
938
Holders Change
-31
Holders Change %
-3.2%
% of All Funds
12.6%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.31%
New
57
Increased
293
Reduced
348
Closed
64
Calls
$21.4M
Puts
$1.51M
Net Calls
+$19.9M
Net Calls Change
-$44.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.07B
2
ZBNA
2
Zions Bancorporation, National Association
Utah
$42.5M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$80.2M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$350M
5
Goldman Sachs
5
Goldman Sachs
New York
$192M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$22.6M
3
US Bancorp
3
US Bancorp
Minnesota
$27.5M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$422M
5
Raymond James Financial
5
Raymond James Financial
Florida
$62.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.07B 6,753,830 +422,172 +7%
Morgan Stanley
2
Morgan Stanley
New York
$781M 4,953,501 -102,319 -2%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$422M 2,672,631 -170,880 -6%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$350M 2,217,882 +157,461 +8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$322M 2,043,754 -45,184 -2%
VNIM
6
Vaughan Nelson Investment Management
Texas
$204M 1,290,410 +55,950 +5%
Goldman Sachs
7
Goldman Sachs
New York
$192M 1,218,231 +149,484 +14%
DADC
8
D.A. Davidson & Co
Montana
$187M 1,184,451 +49,811 +4%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$177M 1,123,339 -75,623 -6%
M&T Bank
10
M&T Bank
New York
$160M 1,012,549 -36,688 -3%
LPL Financial
11
LPL Financial
California
$158M 1,003,975 +17,479 +2%
UBS Group
12
UBS Group
Switzerland
$153M 972,092 -108,809 -10%
Wells Fargo
13
Wells Fargo
California
$146M 923,138 -18,412 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$143M 905,799 -37,187 -4%
Betterment LLC
15
Betterment LLC
New York
$118M 748,283 -46,190 -6%
Charles Schwab
16
Charles Schwab
California
$112M 707,190 +34,397 +5%
CCWM
17
Cassaday & Co Wealth Management
Virginia
$97.3M 616,743 +8,667 +1%
PLFA
18
Pacific Life Fund Advisors
California
$94.5M 599,286 +97,829 +20%
Northern Trust
19
Northern Trust
Illinois
$88.2M 559,205 -51,671 -8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$87M 551,372 +5,658 +1%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$82.6M 523,276 +47,361 +10%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$80.2M 508,278 +253,326 +99%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$63.7M 404,518 +119,785 +42%
Raymond James Financial
24
Raymond James Financial
Florida
$62.2M 394,018 -131,116 -25%
BPWM
25
Badgley Phelps Wealth Managers
Washington
$58.4M 369,883 +9,824 +3%
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