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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 %
ST
426
Smithfield Trust
Pennsylvania
$692K -$2.18K -14 -0.3%
BC
427
Bricktown Capital
Michigan
$692K – – –
AA
428
Auxano Advisors
Washington
$685K – – –
WFS
429
Widmann Financial Services
Maryland
$683K -$68K -431 -9%
PTC
430
Private Trust Company
Ohio
$681K +$88.8K +563 +15%
MMA
431
Miracle Mile Advisors
California
$678K +$11.4K +72 +2%
NAAA
432
New Age Alpha Advisors
New York
$676K +$372K +2,361 +123%
CPA
433
Cardiff Park Advisors
California
$667K +$631 +4 +0.1%
EW
434
Evoke Wealth
California
$666K +$358K +2,269 +116%
KWM
435
Kingsview Wealth Management
Oregon
$661K -$62.6K -397 -9%
RIA
436
Retirement Investment Advisors
Oklahoma
$660K +$12.6K +80 +2%
BSTWA
437
Blake Schutter Theil Wealth Advisors
Ohio
$655K +$655K +4,150 New
AWM
438
Aprio Wealth Management
Georgia
$651K -$81.6K -517 -11%
MFG
439
Magnus Financial Group
New York
$650K +$316 +2 +0%
BBHC
440
Brown Brothers Harriman & Co
New York
$649K -$69.4K -440 -10%
FFG
441
Fiduciary Financial Group
California
$646K +$25.8K +160 +4%
FCFC
442
First Commonwealth Financial Corp
Pennsylvania
$645K -$226K -1,435 -26%
FG
443
Foster Group
Iowa
$645K -$46.2K -293 -7%
SCM
444
SCS Capital Management
Massachusetts
$638K -$30.3K -192 -5%
PWM
445
Perigon Wealth Management
California
$634K -$62.2K -394 -9%
THL
446
Tillman Hartley LLC
Colorado
$629K +$158 +1 +0%
AFG
447
Atomi Financial Group
New York
$628K +$97.8K +620 +18%
IA
448
IFP Advisors
Florida
$616K +$11.2K +71 +2%
AG
449
Ascent Group
Virginia
$616K -$198K -1,253 -24%
SIA
450
Stegner Investment Associates
Kentucky
$609K +$4.89K +31 +0.8%
16 17
18
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