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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
1
Bank of America
North Carolina
$1.07B
2
ZBNA
2
Zions Bancorporation, National Association
Utah
$42.5M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$80.2M
4
Jones Financial Companies
4
Jones Financial Companies
Missouri
$350M
5
Goldman Sachs
5
Goldman Sachs
New York
$192M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$22.6M
3
US Bancorp
3
US Bancorp
Minnesota
$27.5M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$422M
5
Raymond James Financial
5
Raymond James Financial
Florida
$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
626
McMill Wealth Management
Nebraska
$308K – – –
CWM
627
ClientFirst Wealth Management
Arkansas
$304K -$78.9K -500 -21%
BIG
628
Builder Investment Group
Georgia
$304K – – –
FPCP
629
Fort Point Capital Partners
California
$301K – – –
KCM
630
Kanawha Capital Management
Virginia
$301K -$7.89K -50 -3%
MFWP
631
Mosaic Family Wealth Partners
Missouri
$300K -$158 -1 -0.1%
RSWM
632
Robertson Stephens Wealth Management
California
$300K -$6.94K -44 -2%
JWCA
633
J.W. Cole Advisors
Florida
$298K +$6.15K +39 +2%
PMFA
634
Plante Moran Financial Advisors
Michigan
$298K +$9.31K +59 +3%
CGL
635
Clarius Group LLC
Washington
$292K – – –
CD
636
Chapin Davis
Maryland
$292K – – –
HIP
637
HUB Investment Partners
Texas
$292K -$40.4K -256 -12%
WI
638
Wedgewood Investors
Pennsylvania
$292K – – –
LW
639
Linscomb Wealth
Texas
$290K -$24.1K -153 -8%
C
640
Certuity
Florida
$289K +$17.7K +112 +7%
TBWA
641
Three Bridge Wealth Advisors
California
$287K – – –
Financial Engines Advisors
642
Financial Engines Advisors
California
$287K -$141K -895 -33%
AIP
643
Ameritas Investment Partners
Nebraska
$286K +$105K +665 +58%
PAM
644
Peak Asset Management
Colorado
$285K – – –
MAM
645
Marotta Asset Management
Virginia
$283K -$39.3K -249 -12%
AF
646
Advisornet Financial
Minnesota
$282K +$1.42K +9 +0.5%
NAS
647
Nicolet Advisory Services
Wisconsin
$281K – – –
GL
648
Graypoint LLC
New York
$280K – – –
MAA
649
Matrix Asset Advisors
New York
$278K – – –
MFT
650
Moisand Fitzgerald Tamayo
Florida
$277K – – –
24 25
26
27 28