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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 %
LWP
576
LMG Wealth Partners
Louisiana
$377K – – –
CS
577
Capital Square
Tennessee
$375K -$5.28K -32 -1%
Russell Investments Group
578
Russell Investments Group
United Kingdom
$367K +$9.46K +60 +3%
SWM
579
Spire Wealth Management
Virginia
$362K -$75.4K -478 -17%
NB
580
Nicolet Bankshares
Wisconsin
$361K +$361K +2,289 New
LFA
581
LGT Financial Advisors
Texas
$360K +$1.74K +11 +0.5%
BFS
582
BridgePort Financial Solutions
Iowa
$360K +$17.4K +110 +5%
CWA
583
CJM Wealth Advisers
Virginia
$359K +$158 +1 +0%
FF
584
Friday Financial
Iowa
$358K -$53.2K -337 -13%
CFA
585
Cahill Financial Advisors
Minnesota
$357K -$45.4K -288 -11%
ANBT
586
American National Bank & Trust
Texas
$357K – – –
HR
587
Howe & Rusling
New York
$356K +$23.7K +150 +7%
VFIC
588
Valley Forge Investment Consultants
Pennsylvania
$355K +$1.58K +10 +0.4%
PPWP
589
Premier Path Wealth Partners
New Jersey
$354K -$115K -732 -25%
SMC
590
Smith, Moore & Co
Missouri
$352K -$24.9K -158 -7%
Fisher Asset Management
591
Fisher Asset Management
Washington
$350K +$117K +741 +50%
TWP
592
Triad Wealth Partners
Kansas
$348K -$68.8K -436 -17%
FA
593
Fiducient Advisors
Illinois
$346K +$1.42K +9 +0.4%
NEWAS
594
N.E.W. Advisory Services
Wisconsin
$344K – – –
SC
595
Steph & Co
Wisconsin
$344K +$27K +171 +9%
BBI
596
Baxter Bros Inc
Connecticut
$343K -$27.6K -175 -7%
FCH
597
Freestone Capital Holdings
Washington
$343K +$1.74K +11 +0.5%
GF
598
Gries Financial
Ohio
$342K +$631 +4 +0.2%
ORG
599
Optimist Retirement Group
Washington
$341K +$21.5K +136 +7%
TI
600
Truepoint Inc
Ohio
$337K -$34.4K -218 -9%
22 23
24
25 26