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iShares Russell 2000 Value ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
WTC
51
WhitTier Trust Company
Nevada
$26.9M 170,671 -6,960 -4%
Mariner
52
Mariner
Kansas
$25.7M 163,070 -8,916 -5%
WF
53
WoodTrust Financial
Wisconsin
$25.3M 160,669 -2,279 -1%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$24.3M 153,838 -2,337 -1%
CC
55
Courier Capital
New York
$23.5M 149,080 +1,702 +1%
Truist Financial
56
Truist Financial
North Carolina
$23.5M 148,989 -33,334 -18%
JIC
57
Johnson Investment Counsel
Ohio
$22.8M 144,227 -1,180 -0.8%
Wellington Management Group
58
Wellington Management Group
Massachusetts
$22.6M 143,073 -369,232 -72%
MWM
59
Modera Wealth Management
New Jersey
$21.9M 138,620 -5,635 -4%
Janus Henderson Group
60
Janus Henderson Group
United Kingdom
$21.4M 135,787 -2,150 -2%
Corient Private Wealth
61
Corient Private Wealth
Florida
$21.3M 134,978 -68,605 -34%
Kayne Anderson Rudnick Investment Management
62
Kayne Anderson Rudnick Investment Management
California
$21M 132,857 -48,106 -27%
Citadel Advisors
63
Citadel Advisors
Florida
$20.9M 132,244 -41,566 -24%
LI
64
Leeward Investments
Massachusetts
$20.8M 131,568 -4,579 -3%
Comerica Bank
65
Comerica Bank
Texas
$20.4M 129,501 +3,176 +3%
HighTower Advisors
66
HighTower Advisors
Illinois
$20.4M 129,491 -1,755 -1%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$20.4M 129,235 +45,488 +54%
PFA
68
Pure Financial Advisors
California
$20.4M 129,107 +35,474 +38%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$19.5M 123,376 +4,226 +4%
PIA
70
Powell Investment Advisors
Florida
$18.2M 115,109 +17,829 +18%
Calamos Advisors
71
Calamos Advisors
Illinois
$17.9M 113,214
Cerity Partners
72
Cerity Partners
New York
$17.2M 109,152 +1,497 +1%
ZF
73
Zhang Financial
Michigan
$16.6M 105,009 +1,755 +2%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$16.3M 103,031 -58,077 -36%
Citigroup
75
Citigroup
New York
$16.2M 102,853 -129,232 -56%