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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 %
EWA
326
Exencial Wealth Advisors
Oklahoma
$1.22M +$21.3K +135 +2%
MFC
327
Morris Financial Concepts
South Carolina
$1.18M +$1.89K +12 +0.2%
ACA
328
Anchor Capital Advisors
Massachusetts
$1.18M +$178K +1,130 +18%
VC
329
Veery Capital
Delaware
$1.18M +$36.8K +233 +3%
ACA
330
Atlas Capital Advisors
Wyoming
$1.18M -$1.16M -7,337 -50%
SPC
331
Sigma Planning Corp
Michigan
$1.17M -$178K -1,130 -13%
AUB
332
Atlantic Union Bankshares
Virginia
$1.17M +$1.17M +7,420 New
SWM
333
SilverOak Wealth Management
Minnesota
$1.17M – – –
UB
334
UMB Bank
Missouri
$1.15M -$183K -1,158 -14%
PAI
335
Pittenger & Anderson Inc
Nebraska
$1.12M – – –
PWP
336
Perfromance Wealth Partners
Illinois
$1.11M +$66.6K +422 +6%
6F
337
626 Financial
Michigan
$1.11M +$8.36K +53 +0.8%
PFWA
338
Paces Ferry Wealth Advisors
Georgia
$1.11M – – –
EAM
339
Eukles Asset Management
Ohio
$1.1M -$31.2K -198 -3%
Renaissance Technologies
340
Renaissance Technologies
New York
$1.09M +$1.09M +6,900 New
CCA
341
Cobblestone Capital Advisors
New York
$1.08M – – –
LI
342
LMCG Investments
Massachusetts
$1.08M -$13.1K -83 -1%
AWA
343
Aletheian Wealth Advisors
Washington
$1.05M +$105K +665 +11%
ACM
344
Ategra Capital Management
Virginia
$1.05M – – –
RB
345
Renasant Bank
Mississippi
$1.04M -$81.2K -515 -7%
I2I
346
Insight 2811 Inc
Illinois
$1.02M +$35K +222 +4%
MA
347
Mutual Advisors
Nebraska
$1.02M +$440K +2,659 +76%
ACA
348
Aptus Capital Advisors
Alabama
$1.02M -$18.8K -119 -2%
PP
349
PDS Planning
Ohio
$1.02M +$631 +4 +0.1%
EAM
350
Evanson Asset Management
California
$1.01M – – –
12 13
14
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