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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
12.62%
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 %
PAS
276
Park Avenue Securities
New York
$1.56M -$3.59M -22,742 -70%
MFG
277
Merit Financial Group
Georgia
$1.54M +$263K +1,669 +21%
TWP
278
Total Wealth Planning
Ohio
$1.54M +$1.18M +7,486 +330%
NL
279
NWAM LLC
Washington
$1.53M +$93.4K +592 +7%
LWANC
280
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.52M +$1.51M +237,493 +15,293%
EF
281
Empowered Funds
Pennsylvania
$1.49M +$1.49M +9,461 New
FCP
282
Fidelis Capital Partners
Florida
$1.49M -$28.8K -179 -2%
LB
283
Legacy Bridge
Iowa
$1.49M -$47.3K -300 -3%
MCM
284
MV Capital Management
Maryland
$1.47M -$175K -1,110 -11%
WAS
285
Wealth Advisory Solutions
Indiana
$1.47M +$66.1K +419 +5%
LTL
286
Lowery Thomas LLC
California
$1.47M -$47.8K -303 -3%
First Manhattan
287
First Manhattan
New York
$1.45M +$389K +2,463 +37%
CAM
288
Cozad Asset Management
Illinois
$1.44M +$74.3K +471 +5%
P
289
&Partners
Tennessee
$1.43M -$96.9K -614 -6%
QT
290
Quantbot Technologies
New York
$1.43M +$710K +4,501 +99%
GLLW
291
Graves Light Lenhart Wealth
Virginia
$1.43M -$227K -1,440 -14%
BAM
292
Berkshire Asset Management
Pennsylvania
$1.43M – – –
IWC
293
Integrated Wealth Concepts
Massachusetts
$1.41M -$133K -840 -9%
Ohio Public Employees Retirement System (OPERS)
294
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.41M +$436K +2,765 +45%
NSCM
295
New South Capital Management
Tennessee
$1.41M +$436K +2,765 +45%
SFM
296
Systematic Financial Management
New Jersey
$1.39M +$115K +730 +9%
WIM
297
WealthPlan Investment Management
Nebraska
$1.38M +$47.3K +300 +4%
SWP
298
Stratos Wealth Partners
Ohio
$1.38M +$190K +1,204 +16%
PCM
299
Pointe Capital Management
Michigan
$1.37M +$151K +955 +12%
CWA
300
Cornerstone Wealth Advisors
Minnesota
$1.36M -$126K -800 -9%
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