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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
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 %
WTC
51
WhitTier Trust Company
Nevada
$26.9M -$1.1M -6,960 -4%
Mariner
52
Mariner
Kansas
$25.7M -$1.41M -8,916 -5%
WF
53
WoodTrust Financial
Wisconsin
$25.3M -$360K -2,279 -1%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$24.3M -$369K -2,337 -1%
CC
55
Courier Capital
New York
$23.5M +$269K +1,702 +1%
Truist Financial
56
Truist Financial
North Carolina
$23.5M -$5.26M -33,334 -18%
JIC
57
Johnson Investment Counsel
Ohio
$22.8M -$186K -1,180 -0.8%
Wellington Management Group
58
Wellington Management Group
Massachusetts
$22.6M -$58.3M -369,232 -72%
MWM
59
Modera Wealth Management
New Jersey
$21.9M -$889K -5,635 -4%
Janus Henderson Group
60
Janus Henderson Group
United Kingdom
$21.4M -$339K -2,150 -2%
Corient Private Wealth
61
Corient Private Wealth
Florida
$21.3M -$10.8M -68,605 -34%
Kayne Anderson Rudnick Investment Management
62
Kayne Anderson Rudnick Investment Management
California
$21M -$7.59M -48,106 -27%
Citadel Advisors
63
Citadel Advisors
Florida
$20.9M -$6.56M -41,566 -24%
LI
64
Leeward Investments
Massachusetts
$20.8M -$722K -4,579 -3%
Comerica Bank
65
Comerica Bank
Texas
$20.4M +$501K +3,176 +3%
HighTower Advisors
66
HighTower Advisors
Illinois
$20.4M -$277K -1,755 -1%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$20.4M +$7.18M +45,488 +54%
PFA
68
Pure Financial Advisors
California
$20.4M +$5.6M +35,474 +38%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$19.5M +$667K +4,226 +4%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$18.6M +$5.95M +37,701 +47%
PIA
71
Powell Investment Advisors
Florida
$18.2M +$2.81M +17,829 +18%
Calamos Advisors
72
Calamos Advisors
Illinois
$17.9M – – –
Cerity Partners
73
Cerity Partners
New York
$17.2M +$236K +1,497 +1%
ZF
74
Zhang Financial
Michigan
$16.6M +$277K +1,755 +2%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$16.3M -$9.16M -58,077 -36%
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