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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
+$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 %
CAG
476
Curtis Advisory Group
California
$552K +$48.1K +305 +10%
PFA
477
Pettinga Financial Advisors
Indiana
$552K -$98.6K -625 -15%
DTC
478
Davidson Trust Company
Washington
$552K +$100K +637 +22%
BW
479
BIP Wealth
Georgia
$552K -$168K -1,067 -23%
TIAAOA
480
Teachers Insurance & Annuity Association of America
New York
$551K – – –
HCA
481
Heck Capital Advisors
Wisconsin
$551K -$2.18M -13,799 -80%
JWA
482
JFS Wealth Advisors
Pennsylvania
$546K -$16.1K -102 -3%
SAM
483
Smartleaf Asset Management
Massachusetts
$545K +$311K +1,971 +133%
WWM
484
Western Wealth Management
Colorado
$544K +$1.74K +11 +0.3%
MCWS
485
McKinley Carter Wealth Services
West Virginia
$544K -$99.4K -630 -15%
AWS
486
Atria Wealth Solutions
New York
$543K -$2.27M -14,146 -81%
CGPCS
487
Capital Group Private Client Services
California
$529K +$2.05K +13 +0.4%
SVWAG
488
Sound View Wealth Advisors Group
Georgia
$529K +$158 +1 +0%
ANB
489
Amarillo National Bank
Texas
$527K – – –
HTC
490
Haverford Trust Company
Pennsylvania
$527K -$230K -1,457 -30%
KPWM
491
KDK Private Wealth Management
Texas
$526K -$14K -89 -3%
AA
492
Alesco Advisors
New York
$525K – – –
MWA
493
Monograph Wealth Advisors
California
$518K +$45.8K +290 +10%
PI
494
PFG Investments
New York
$518K +$51.1K +324 +11%
NS
495
NBC Securities
Alabama
$518K +$52K +330 +11%
YWM
496
Yardley Wealth Management
Pennsylvania
$517K – – –
CPIG
497
Chicago Partners Investment Group
Illinois
$513K -$55.5K -331 -10%
FFN
498
Focus Financial Network
Minnesota
$512K +$158 +1 +0%
IFPG
499
Intrepid Financial Planning Group
Indiana
$509K +$3.47K +22 +0.7%
STA
500
Smith Thornton Advisors
Alabama
$509K – – –
18 19
20
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