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iShares Russell 2000 Value ETF
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Overview Fund Activity

941 hedge funds and large institutions have $8.28B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 294 increasing their positions, 349 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
-28
Holders Change %
-2.89%
% of All Funds
12.61%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.31%
New
58
Increased
294
Reduced
349
Closed
64
Calls
$53.2M
Puts
$3.09M
Net Calls
+$50.1M
Net Calls Change
-$13.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$66.6M
2
ZBNA
Zions Bancorporation, National Association
Utah
+$40.8M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$40M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$24.8M
5
Goldman Sachs
Goldman Sachs
New York
+$23.6M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$348M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$58.3M
3
US Bancorp
US Bancorp
Minnesota
-$32.4M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$27M
5
Raymond James Financial
Raymond James Financial
Florida
-$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
VW
226
Vance Wealth
California
$2.23M -$910K -5,769 -29%
CCB
227
Country Club Bank
Missouri
$2.21M -$56.1K -356 -2%
AWM
228
AE Wealth Management
Kansas
$2.21M -$26.5K -168 -1%
Wealthfront Advisers
229
Wealthfront Advisers
California
$2.2M -$444K -2,817 -17%
FWP
230
Falcon Wealth Planning
California
$2.19M -$101K -642 -4%
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$2.18M -$105K -666 -5%
Toronto Dominion Bank
232
Toronto Dominion Bank
Ontario, Canada
$2.16M +$615K +3,900 +40%
RFC
233
Regions Financial Corp
Alabama
$2.16M -$55.1K -349 -2%
FTS
234
Fifth Third Securities
Ohio
$2.14M +$72.4K +459 +4%
ACM
235
Alamar Capital Management
California
$2.12M +$87.2K +553 +4%
ML
236
McAdam LLC
Pennsylvania
$2.1M +$523K +3,313 +33%
HR
237
Hardy Reed
Mississippi
$2.1M -$65.6K -416 -3%
DWT
238
Dorsey & Whitney Trust
South Dakota
$2.1M – – –
GRP
239
Global Retirement Partners
California
$2.04M +$2.04M +12,943 New
KA
240
Klingman & Associates
New York
$2.04M – – –
WTB
241
Washington Trust Bank
Washington
$2.02M – – –
FFA
242
First Foundation Advisors
California
$2M +$930K +5,896 +87%
SYBT
243
Stock Yards Bank & Trust
Kentucky
$2M +$130K +827 +7%
TWM
244
Tradition Wealth Management
Minnesota
$1.97M -$7.73K -49 -0.4%
AFG
245
Allegheny Financial Group
Pennsylvania
$1.94M +$597K +3,783 +44%
PSP
246
Principal Street Partners
Tennessee
$1.94M +$973K +6,168 +101%
ATI
247
ARK & TLK Investments
Oklahoma
$1.93M +$2.37K +15 +0.1%
TW
248
Towerpoint Wealth
California
$1.93M +$119K +753 +7%
BIA
249
BHK Investment Advisors
Alabama
$1.9M +$37.4K +237 +2%
FGA
250
Fortis Group Advisors
New Jersey
$1.9M -$1.34M -8,358 -41%
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