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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.

Holders
941
Holders Change
-28
Holders Change %
-2.89%
% of All Funds
12.63%
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 %
LT
651
Legacy Trust
Michigan
$277K -$301K -1,909 -52%
CHJWM
652
Carlton Hofferkamp & Jenks Wealth Management
Texas
$277K +$2.76K +17 +1%
BWA
653
Bordeaux Wealth Advisors
California
$276K – – –
CBA
654
Coastal Bridge Advisors
Connecticut
$273K +$273K +1,731 New
USCWA
655
U.S. Capital Wealth Advisors
Texas
$272K – – –
NEPWA
656
New England Private Wealth Advisors
Massachusetts
$270K +$649 +4 +0.2%
RIS
657
Retirement Income Solutions
Michigan
$270K -$9.94K -63 -4%
SC
658
Sapient Capital
Indiana
$264K +$5.52K +35 +2%
VP
659
Verum Partners
North Carolina
$264K +$1.1K +7 +0.4%
DPW
660
DiNuzzo Private Wealth
Pennsylvania
$263K – – –
LA
661
LexAurum Advisors
Kansas
$263K +$14.7K +93 +6%
MFS
662
McNamara Financial Services
Massachusetts
$261K – – –
MOS
663
MGO One Seven
Ohio
$260K -$40.5K -257 -13%
WMA
664
West Michigan Advisors
Michigan
$257K -$3K -19 -1%
FB
665
Fulton Bank
Pennsylvania
$256K +$2.84K +18 +1%
OLA
666
Oliver Luxxe Assets
New Jersey
$255K -$8.36K -53 -3%
IAG
667
Investmark Advisory Group
Connecticut
$255K +$631 +4 +0.2%
E3F
668
Eight 31 Financial
Texas
$254K – – –
BPC
669
Bearing Point Capital
Minnesota
$249K -$47.3K -300 -16%
SIC
670
Sigma Investment Counselors
Michigan
$249K – – –
TH
671
TCTC Holdings
Texas
$248K – – –
MWM
672
Mission Wealth Management
California
$248K -$8.36K -53 -3%
ACM
673
Advance Capital Management
Michigan
$248K +$8.99K +57 +4%
CPIA
674
Cornell Pochily Investment Advisors
New York
$247K +$34.2K +217 +16%
AF
675
Atala Financial
California
$246K – – –
25 26
27
28 29