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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
12.61%
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
+$66.6M
2
ZBNA
Zions Bancorporation, National Association
Utah
+$40.8M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$40M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$24.8M
5
Goldman Sachs
Goldman Sachs
New York
+$23.6M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
-$348M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$58.3M
3
US Bancorp
US Bancorp
Minnesota
-$32.4M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$27M
5
Raymond James Financial
Raymond James Financial
Florida
-$20.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFGP
701
Marshall Financial Group (Pennsylvania)
Pennsylvania
$225K -$45.8K -290 -17%
KWS
702
Keystone Wealth Services
California
$224K -$3.79K -24 -2%
RBC
703
Romano Brothers & Co
Illinois
$224K – – –
CCG
704
Chatham Capital Group
Georgia
$222K – – –
AC
705
Annandale Capital
Texas
$222K – – –
HA
706
Huntleigh Advisors
Missouri
$222K -$44.2K -280 -17%
VIA
707
Victrix Investment Advisors
Florida
$221K +$221K +1,404 New
SSWM
708
Smith Salley Wealth Management
North Carolina
$221K – – –
M
709
MATAURO
New York
$221K -$5.36K -34 -2%
FWA
710
FSC Wealth Advisors
New York
$218K +$17K +108 +8%
LNB
711
Ledyard National Bank
$217K – – –
CIA
712
Concurrent Investment Advisors
Florida
$217K -$60.4K -383 -22%
CWM
713
CCG Wealth Management
California
$216K – – –
SL
714
Sentinus LLC
Illinois
$216K -$1.42K -9 -0.7%
LWM
715
Lionshead Wealth Management
New York
$214K -$12.9K -82 -6%
NB
716
NBT Bank
New York
$213K – – –
HCM
717
Hollencrest Capital Management
California
$211K – – –
IWM
718
IHT Wealth Management
Illinois
$210K -$3.79K -24 -2%
AIM
719
Athena Investment Management
California
$209K – – –
QCM
720
Quantinno Capital Management
New York
$207K -$45.5K -288 -18%
FLPIM
721
F.L. Putnam Investment Management
Massachusetts
$207K -$140K -888 -40%
IAG
722
Investment Advisory Group
Massachusetts
$206K +$206K +1,303 New
CIA
723
Cladis Investment Advisory
Montana
$205K +$205K +1,300 New
DWM
724
Destination Wealth Management
California
$205K +$205K +1,298 New
CCG
725
Cypress Capital Group
Florida
$204K +$204K +1,296 New
27 28
29
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