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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 %
WHCFA
726
William Howard & Co Financial Advisors
Tennessee
$203K +$203K +1,289 New
REMPR
727
Roof Eidam Maycock Peralta (REMP)
California
$202K +$202K +1,283 New
AWM
728
Accel Wealth Management
Iowa
$202K +$202K +1,281 New
SI
729
Saxon Interests
Texas
$201K – – –
BCI
730
Brinker Capital Investments
Pennsylvania
$200K +$200K +1,271 New
PIFP
731
Partners in Financial Planning
Virginia
$200K +$200K +1,270 New
SAM
732
S.A. Mason
Michigan
$199K – – –
AIM
733
Anchor Investment Management
South Carolina
$195K – – –
CW
734
Curio Wealth
Maryland
$189K +$188K +1,193 +59,650%
CF
735
Centaurus Financial
California
$184K +$3.47K +22 +2%
RhumbLine Advisers
736
RhumbLine Advisers
Massachusetts
$179K -$10.7K -68 -6%
Bessemer Group
737
Bessemer Group
New Jersey
$175K -$3.79K -24 -2%
Lazard Asset Management
738
Lazard Asset Management
New York
$173K – – –
FDCDDQ
739
Federation des caisses Desjardins du Quebec
Quebec, Canada
$171K -$139K -884 -45%
BI
740
Binnacle Investments
Iowa
$168K -$18.5K -117 -10%
CTC
741
Central Trust Company
Missouri
$168K – – –
SC
742
Stephens Consulting
Michigan
$167K -$7.89K -50 -5%
RTL
743
Red Tortoise LLC
Georgia
$165K +$789 +5 +0.5%
CTWM
744
Cherry Tree Wealth Management
Minnesota
$165K – – –
RIL
745
Rothschild Investment LLC
Illinois
$164K – – –
MCM
746
Manchester Capital Management
Vermont
$157K – – –
CWM
747
Copia Wealth Management
Oregon
$150K -$16.9K -107 -10%
CT
748
Clearstead Trust
Maine
$149K +$111K +705 +293%
WIM
749
Westside Investment Management
California
$148K +$5.52K +35 +4%
CSB
750
City State Bank
Iowa
$148K – – –
28 29
30
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