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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 %
CA
676
Capital Advantage
California
$246K -$145K -922 -37%
PWPS
677
Pinnacle Wealth Planning Services
Ohio
$245K – – –
ARA
678
Alexander Randolph Advisory
Virginia
$245K – – –
ET
679
Equitable Trust
Tennessee
$244K -$64.7K -410 -21%
EIP
680
Ellis Investment Partners
Pennsylvania
$243K +$947 +6 +0.4%
GJIA
681
Glass Jacobson Investment Advisors
Maryland
$242K -$16.9K -107 -7%
TC
682
TownSquare Capital
Utah
$241K -$725K -4,597 -75%
ADL
683
Asset Dedication LLC
California
$241K -$11.5K -73 -5%
USB
684
Union Savings Bank
Connecticut
$241K – – –
Two Sigma Investments
685
Two Sigma Investments
New York
$237K -$15.4M -97,600 -98%
AA
686
Aufman Associates
Pennsylvania
$237K +$237K +1,500 New
NWA
687
Navis Wealth Advisors
New York
$237K +$237K +1,500 New
OC
688
Oakworth Capital
Alabama
$236K -$2.05K -13 -0.9%
CIA
689
Compass Ion Advisors
Pennsylvania
$236K – – –
1IA
690
1834 Investment Advisors
Wisconsin
$236K – – –
JIC
691
Joel Isaacson & Co
New York
$236K – – –
LFG
692
Larson Financial Group
Missouri
$236K -$12K -76 -5%
IBOK
693
Independence Bank of Kentucky
Kentucky
$234K -$9.47K -60 -4%
SFP
694
Shepherd Financial Partners
Massachusetts
$231K – – –
NG
695
Northstar Group
New York
$230K – – –
WS
696
Wedbush Securities
California
$228K +$473 +3 +0.2%
LOPW
697
Live Oak Private Wealth
North Carolina
$227K – – –
HPM
698
Hoxton Planning & Management
West Virginia
$226K -$471K -2,986 -68%
GAM
699
Gotham Asset Management
New York
$226K – – –
GS
700
GWN Securities
Florida
$226K -$210K -1,330 -48%
26 27
28
29 30