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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 %
SI
726
Saxon Interests
Texas
$201K 1,331 – –
BCI
727
Brinker Capital Investments
Pennsylvania
$200K 1,271 +1,271 New
PIFP
728
Partners in Financial Planning
Virginia
$200K 1,270 +1,270 New
SAM
729
S.A. Mason
Michigan
$199K 1,263 – –
AIM
730
Anchor Investment Management
South Carolina
$195K 1,234 – –
CW
731
Curio Wealth
Maryland
$189K 1,195 +1,193 +59,650%
CF
732
Centaurus Financial
California
$184K 1,168 +22 +2%
RhumbLine Advisers
733
RhumbLine Advisers
Massachusetts
$179K 1,137 -68 -6%
Bessemer Group
734
Bessemer Group
New Jersey
$175K 1,108 -24 -2%
Lazard Asset Management
735
Lazard Asset Management
New York
$173K 1,100 – –
FDCDDQ
736
Federation des caisses Desjardins du Quebec
Quebec, Canada
$171K 1,087 -884 -45%
BI
737
Binnacle Investments
Iowa
$168K 1,068 -117 -10%
CTC
738
Central Trust Company
Missouri
$168K 1,064 – –
SC
739
Stephens Consulting
Michigan
$167K 1,061 -50 -5%
RTL
740
Red Tortoise LLC
Georgia
$165K 1,044 +5 +0.5%
CTWM
741
Cherry Tree Wealth Management
Minnesota
$165K 1,043 – –
RIL
742
Rothschild Investment LLC
Illinois
$164K 1,037 – –
MCM
743
Manchester Capital Management
Vermont
$157K 994 – –
CWM
744
Copia Wealth Management
Oregon
$150K 948 -107 -10%
CT
745
Clearstead Trust
Maine
$149K 946 +705 +293%
WIM
746
Westside Investment Management
California
$148K 940 +35 +4%
CSB
747
City State Bank
Iowa
$148K 939 – –
RP
748
Rice Partnership
Hawaii
$148K 938 – –
CPG
749
Cornerstone Planning Group
New Jersey
$146K 908 +4 +0.4%
WTA
750
Washington Trust Advisors
Massachusetts
$146K 925 – –
28 29
30
31 32