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

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$22.6M
3
US Bancorp
US Bancorp
Minnesota
$27.5M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$422M
5
Raymond James Financial
Raymond James Financial
Florida
$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
401
Millennium Management
New York
$764K +$764K +4,843 New
PFS
402
Prospera Financial Services
Texas
$761K -$152K -962 -17%
AWM
403
Arista Wealth Management
Nevada
$758K +$758K +4,804 New
DIS
404
Diversified Investment Strategies
Louisiana
$757K – – –
CWM
405
Connecticut Wealth Management
Connecticut
$755K -$74.3K -471 -9%
CFFP
406
Center for Financial Planning
Michigan
$751K -$1.74K -11 -0.2%
RCAG
407
Rehmann Capital Advisory Group
Michigan
$746K +$145K +921 +24%
OCG
408
Opus Capital Group
Ohio
$744K +$158 +1 +0%
DB
409
Dravo Bay
Delaware
$739K +$123K +782 +20%
RLWM
410
RF&L Wealth Management
Massachusetts
$737K -$31.6K -200 -4%
NRI
411
NFP Retirement Inc
California
$727K -$161K -1,020 -18%
FBFS
412
First Business Financial Services
Wisconsin
$726K – – –
BJL
413
Brighton Jones LLC
Washington
$726K +$155K +981 +27%
GPA
414
Guidance Point Advisors
Massachusetts
$725K +$3.31K +21 +0.5%
GI
415
GAMCO Investors
Connecticut
$723K +$723K +4,580 New
PFM
416
Phillips Financial Management
Indiana
$721K – – –
FNBT
417
FineMark National Bank & Trust
Florida
$715K -$947 -6 -0.1%
BFC
418
Bedel Financial Consulting
Indiana
$715K +$27.3K +173 +4%
NP
419
NorthRock Partners
Minnesota
$714K +$281K +1,781 +65%
JFGIW
420
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$708K +$139K +881 +24%
FCM
421
Firestone Capital Management
Florida
$707K – – –
EWM
422
Evercore Wealth Management
New York
$702K – – –
PA
423
Pinnacle Associates
New York
$701K +$5.52K +35 +0.8%
NW
424
Naviter Wealth
Arkansas
$700K – – –
GC
425
Garde Capital
Washington
$698K -$33.8K -214 -5%
15 16
17
18 19