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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 %
BFM
526
Broadview Financial Management
Wisconsin
$467K +$2.05K +13 +0.4%
SCA
527
St. Clair Advisors
Ohio
$464K – – –
DWM
528
Diversify Wealth Management
Utah
$462K +$6.97K +42 +2%
AT
529
American Trust
Kentucky
$462K +$462K +2,926 New
GCM
530
Gator Capital Management
Florida
$460K – – –
CNBT
531
Canandaigua National Bank & Trust
New York
$456K – – –
CB
532
Centennial Bank
Arkansas
$454K -$241K -1,528 -35%
EFG
533
Embree Financial Group
Illinois
$451K +$473 +3 +0.1%
SFG
534
Sage Financial Group
Pennsylvania
$451K -$39.4K -250 -8%
CIBC World Market
535
CIBC World Market
Ontario, Canada
$449K +$3.63K +23 +0.8%
CS
536
Cannell & Spears
New York
$449K – – –
EWM
537
Evermay Wealth Management
Virginia
$447K -$789 -5 -0.2%
BI
538
Berkeley Inc
Idaho
$444K – – –
CFP
539
Catalyst Financial Partners
Massachusetts
$443K – – –
MWM
540
Maltin Wealth Management
New Jersey
$441K -$81.4K -516 -16%
CB
541
Cadence Bank
Mississippi
$436K -$473 -3 -0.1%
TFO
542
Tarbox Family Office
California
$434K +$8.36K +53 +2%
DC
543
Davenport & Co
Virginia
$434K +$184K +1,167 +74%
CP
544
Creekside Partners
California
$431K +$789 +5 +0.2%
BOPW
545
Brandywine Oak Private Wealth
Pennsylvania
$429K +$429K +2,721 New
LCGC
546
Legacy Capital Group California
California
$429K +$27.6K +175 +7%
PWM
547
Paulson Wealth Management
Illinois
$428K – – –
LFS
548
Lutz Financial Services
Nebraska
$424K +$473 +3 +0.1%
KWM
549
Keebeck Wealth Management
Illinois
$421K -$3.94K -25 -0.9%
DFA
550
DHK Financial Advisors
New Hampshire
$419K -$247K -1,566 -37%
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