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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 %
MAM
376
MWA Asset Management
Massachusetts
$875K -$317K -2,007 -27%
RA
377
Rodgers & Associates
Pennsylvania
$875K -$6.78K -43 -0.8%
SFA
378
Sequoia Financial Advisors
Ohio
$874K +$45.3K +287 +5%
JPG
379
Jordan Park Group
California
$873K +$9.47K +60 +1%
EGA
380
E&G Advisors
Texas
$872K -$8.84K -56 -1%
NSIM
381
North Star Investment Management
Illinois
$870K -$8.2K -52 -0.9%
IAN
382
Integrated Advisors Network
Texas
$870K – – –
SCM
383
SOL Capital Management
Maryland
$864K -$13.6K -86 -2%
VA
384
VestGen Advisors
Illinois
$844K -$732K -4,639 -46%
DI
385
Disciplined Investments
Oklahoma
$840K +$107K +678 +15%
PFP
386
Paragon Financial Partners
California
$840K +$1.58K +10 +0.2%
CAL
387
Capital Analysts LLC
Pennsylvania
$840K -$14.2K -90 -2%
GFA
388
Gallagher Fiduciary Advisors
Illinois
$835K -$14.7K -93 -2%
JIR
389
James Investment Research
Ohio
$826K – – –
FFA
390
Farther Finance Advisors
California
$825K -$74K -469 -8%
BCM
391
Becker Capital Management
Oregon
$824K -$5.68K -36 -0.7%
CANC
392
Culbertson A N & Co
Virginia
$822K – – –
CFB
393
Cullen/Frost Bankers
Texas
$821K -$12.3K -78 -1%
COFSG
394
Carbahal Olsen Financial Services Group
California
$814K -$1.1K -7 -0.1%
SFC
395
Strategic Financial Concepts
Texas
$801K -$631 -4 -0.1%
CFP
396
Cascade Financial Partners
California
$794K +$567K +3,594 +250%
VCS
397
Vaughan & Co Securities
New Jersey
$786K +$4.1K +26 +0.5%
AAP
398
Arax Advisory Partners
Colorado
$782K -$77.9K -494 -9%
HCC
399
Hirtle Callaghan & Co
Pennsylvania
$769K -$55.2K -350 -7%
GCM
400
Gables Capital Management
Florida
$765K – – –
14 15
16
17 18