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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 %
AFC
451
AFT Forsyth & Company
Florida
$601K – – –
EWP
452
Elevation Wealth Partners
California
$600K +$264K +1,671 +78%
WF
453
Welch & Forbes
Massachusetts
$597K +$9.47K +60 +2%
WIA
454
World Investment Advisors
California
$593K -$841K -5,331 -59%
ES
455
Eagle Strategies
New York
$591K +$58.7K +372 +11%
SWA
456
Strategies Wealth Advisors
Michigan
$590K +$2.68K +17 +0.5%
AWM
457
Avior Wealth Management
Nebraska
$589K -$40.9K -259 -6%
DWP
458
Daymark Wealth Partners
Ohio
$588K +$44K +279 +8%
DPI
459
Diversified Portfolios Inc
Michigan
$586K +$15.8K +100 +3%
CCT
460
Chemung Canal Trust
New York
$584K +$139K +880 +31%
CAAM
461
Cornerstone Advisors Asset Management
Pennsylvania
$584K – – –
GIA
462
Gladstone Institutional Advisory
Florida
$584K +$8.52K +54 +1%
RWM
463
Rialto Wealth Management
New York
$583K – – –
ATPW
464
Ashton Thomas Private Wealth
Arizona
$580K +$44.6K +283 +8%
WA
465
Wealthstream Advisors
New York
$572K -$30.3K -192 -5%
AI
466
Atria Investments
North Carolina
$571K -$85.4K -541 -13%
HWA
467
Heritage Wealth Advisors
Virginia
$568K – – –
PHAM
468
Palisades Hudson Asset Management
Florida
$566K -$26.7K -169 -4%
UWPG
469
Ullmann Wealth Partners Group
Florida
$565K -$60.4K -383 -10%
SWA
470
Sax Wealth Advisors
New Jersey
$562K -$408K -2,584 -42%
VCP
471
Verus Capital Partners
Arizona
$562K -$13.6K -86 -2%
AssetMark Inc
472
AssetMark Inc
California
$560K +$136K +859 +32%
PSA
473
Plum Street Advisors
Louisiana
$559K -$3K -19 -0.5%
CC
474
Chicago Capital
Illinois
$554K – – –
TAM
475
Townsend Asset Management
North Carolina
$553K +$2.52K +16 +0.5%
17 18
19
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