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iShares Russell 2000 Value ETF
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Overview Fund Activity

938 hedge funds and large institutions have $8.26B invested in iShares Russell 2000 Value ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 293 increasing their positions, 348 reducing their positions, and 64 closing their positions.

Holders
938
Holders Change
-31
Holders Change %
-3.2%
% of All Funds
12.6%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.31%
New
57
Increased
293
Reduced
348
Closed
64
Calls
$21.4M
Puts
$1.51M
Net Calls
+$19.9M
Net Calls Change
-$44.1M

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 Market Value Shares Shares
Change 		Shares
Change %
CCG
701
Chatham Capital Group
Georgia
$222K 1,410 – –
AC
702
Annandale Capital
Texas
$222K 1,408 – –
HA
703
Huntleigh Advisors
Missouri
$222K 1,407 -280 -17%
VIA
704
Victrix Investment Advisors
Florida
$221K 1,404 +1,404 New
SSWM
705
Smith Salley Wealth Management
North Carolina
$221K 1,399 – –
M
706
MATAURO
New York
$221K 1,399 -34 -2%
FWA
707
FSC Wealth Advisors
New York
$218K 1,381 +108 +8%
LNB
708
Ledyard National Bank
$217K 1,375 – –
CIA
709
Concurrent Investment Advisors
Florida
$217K 1,373 -383 -22%
CWM
710
CCG Wealth Management
California
$216K 1,368 – –
SL
711
Sentinus LLC
Illinois
$216K 1,366 -9 -0.7%
LWM
712
Lionshead Wealth Management
New York
$214K 1,354 -82 -6%
NB
713
NBT Bank
New York
$213K 1,350 – –
HCM
714
Hollencrest Capital Management
California
$211K 1,335 – –
IWM
715
IHT Wealth Management
Illinois
$210K 1,333 -24 -2%
AIM
716
Athena Investment Management
California
$209K 1,325 – –
QCM
717
Quantinno Capital Management
New York
$207K 1,312 -288 -18%
FLPIM
718
F.L. Putnam Investment Management
Massachusetts
$207K 1,311 -888 -40%
IAG
719
Investment Advisory Group
Massachusetts
$206K 1,303 +1,303 New
CIA
720
Cladis Investment Advisory
Montana
$205K 1,300 +1,300 New
DWM
721
Destination Wealth Management
California
$205K 1,298 +1,298 New
CCG
722
Cypress Capital Group
Florida
$204K 1,296 +1,296 New
WHCFA
723
William Howard & Co Financial Advisors
Tennessee
$203K 1,289 +1,289 New
REMPR
724
Roof Eidam Maycock Peralta (REMP)
California
$202K 1,283 +1,283 New
AWM
725
Accel Wealth Management
Iowa
$202K 1,281 +1,281 New
27 28
29
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