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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 %
PP
601
Patten & Patten
Tennessee
$335K – – –
LWL
602
Leo Wealth LLC
Texas
$335K +$63.3K +401 +23%
TCM
603
Tassel Capital Management
North Carolina
$334K +$10.7K +68 +3%
SG Americas Securities
604
SG Americas Securities
New York
$329K -$214K -1,358 -39%
National Bank of Canada
605
National Bank of Canada
Quebec, Canada
$329K +$36.1K +229 +12%
CCG
606
Coastwise Capital Group
California
$329K +$1.58K +10 +0.5%
CAC
607
Certified Advisory Corp
Florida
$328K – – –
AFO
608
Aurelius Family Office
New Hampshire
$328K – – –
AWM
609
Apollon Wealth Management
South Carolina
$327K -$84.3K -534 -20%
DT
610
Diversified Trust
Tennessee
$320K -$6.47K -41 -2%
ONB
611
Old National Bancorp
Indiana
$319K +$319K +2,024 New
WDL
612
Well Done LLC
Michigan
$319K -$5.21K -33 -2%
AIM
613
Allen Investment Management
New York
$318K -$3.79K -24 -1%
SA
614
Skyline Advisors
Washington
$318K +$789 +5 +0.2%
CAG
615
Crestwood Advisors Group
Massachusetts
$318K – – –
MG
616
Mather Group
Illinois
$318K -$7.73K -49 -2%
GAG
617
GM Advisory Group
New York
$318K -$16.4K -104 -5%
CNBOF
618
City National Bank of Florida
Florida
$316K – – –
RCM
619
Regency Capital Management
Hawaii
$316K – – –
SW
620
Simplicity Wealth
New Jersey
$316K – – –
DE
621
Diversified Enterprises
Delaware
$314K -$3K -19 -0.9%
PPC
622
Park Place Capital
Alabama
$313K -$890K -5,526 -74%
AAS
623
Ameritas Advisory Services
Nebraska
$309K +$17.5K +111 +6%
FMN
624
Financial Management Network
California
$309K -$20.5K -124 -6%
WAL
625
W Advisors LLC
Tennessee
$308K – – –
23 24
25
26 27