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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 %
IWA
501
Icon Wealth Advisors
Texas
$505K +$235K +1,491 +87%
TCWM
502
Total Clarity Wealth Management
Illinois
$505K +$98.3K +623 +24%
TCOV
503
Trust Company of Vermont
Vermont
$504K +$101K +638 +25%
WP
504
WealthPLAN Partners
Nebraska
$501K +$107K +681 +27%
FFM
505
Forum Financial Management
Illinois
$495K +$4.89K +31 +1%
AWA
506
Archvest Wealth Advisors
California
$492K -$644K -4,084 -57%
OSAM
507
O'Shaughnessy Asset Management
Connecticut
$491K -$74.8K -474 -13%
SEIA
508
Signature Estate & Investment Advisors
California
$489K +$8.2K +52 +2%
PIMG
509
Patriot Investment Management Group
Tennessee
$486K – – –
FBB
510
Fulton Breakefield Broenniman
Maryland
$486K -$3.16K -20 -0.6%
KFI
511
Key Financial Inc
Pennsylvania
$483K +$3.16K +20 +0.7%
AGC
512
Aspen Grove Capital
Colorado
$482K +$97.4K +617 +25%
ARC
513
Advisor Resource Council
Texas
$479K -$127K -805 -21%
AC
514
Apella Capital
Connecticut
$476K +$21.4K +132 +5%
SWGC
515
Summit Wealth Group (Colorado)
Colorado
$475K +$475K +3,008 New
TNA
516
True North Advisors
Texas
$474K -$68.9K -437 -13%
RWM
517
Riverbend Wealth Management
South Carolina
$473K – – –
KMWM
518
Keudell/Morrison Wealth Management
Oregon
$473K – – –
AA
519
Ancora Advisors
Ohio
$472K -$789 -5 -0.2%
CWM
520
Castle Wealth Management
Florida
$471K – – –
CWM
521
Cahaba Wealth Management
Georgia
$471K +$2.05K +13 +0.4%
DJSG
522
D.J. St. Germain
Massachusetts
$469K +$134K +849 +40%
SCM
523
Sage Capital Management
New Jersey
$469K +$2.37K +15 +0.5%
IAA
524
Independent Advisor Alliance
North Carolina
$469K +$247K +1,563 +111%
HF
525
HRT Financial
New York
$468K -$2.05M -13,016 -81%
19 20
21
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