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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 %
C
551
Croban
Ohio
$412K +$6.63K +42 +2%
AP
552
Appleton Partners
Massachusetts
$409K -$27.6K -175 -6%
FWTB
553
First Western Trust Bank
Colorado
$407K – – –
TPCW
554
TD Private Client Wealth
New York
$404K -$779K -4,939 -66%
PA
555
Procyon Advisors
Connecticut
$400K -$95.3K -604 -19%
HT
556
Headlands Technologies
Illinois
$398K +$345K +2,189 +655%
PS
557
Principal Securities
Iowa
$398K -$32.8K -208 -8%
SFPG
558
Stonebridge Financial Planning Group
Florida
$397K -$15.9K -101 -4%
LSWP
559
Liberty Square Wealth Partners
Pennsylvania
$395K – – –
LSA
560
Lion Street Advisors
Texas
$395K – – –
BCM
561
BTC Capital Management
Iowa
$394K – – –
MFA
562
Mayflower Financial Advisors
Massachusetts
$392K – – –
DCM
563
Dimension Capital Management
Florida
$391K -$245K -1,554 -39%
TPI
564
Trust Point Inc
Wisconsin
$390K -$21.9K -139 -5%
PCMC
565
Paragon Capital Management (Colorado)
Colorado
$389K -$27.6K -175 -7%
CSP
566
Cary Street Partners
Virginia
$388K +$4.1K +26 +1%
AWA
567
Arete Wealth Advisors
Illinois
$386K -$129K -817 -25%
Empower Advisory Group
568
Empower Advisory Group
Colorado
$383K -$37.1K -235 -9%
AFP
569
Ausdal Financial Partners
Iowa
$382K +$382K +2,421 New
MFIM
570
Mesirow Financial Investment Management
Illinois
$382K -$65.3K -414 -15%
CT
571
Colonial Trust
South Carolina
$381K -$97.3K -617 -20%
CIR
572
Clear Investment Research
Georgia
$380K +$3.95K +25 +1%
MWP
573
MYCIO Wealth Partners
Pennsylvania
$379K -$204K -1,292 -35%
SG
574
StoneX Group
New York
$379K +$39.9K +253 +12%
VA
575
Valmark Advisers
Ohio
$378K +$140K +886 +59%
21 22
23
24 25