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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 %
AA
751
Addison Advisors
Vermont
$146K 925 +99 +12%
SMA
752
Sage Mountain Advisors
Georgia
$141K 894 +185 +26%
SC
753
SouthState Corp
Florida
$141K 891 +98 +12%
KIM
754
Kestra Investment Management
Texas
$137K 895 +337 +60%
VCM
755
Versant Capital Management
Arizona
$135K 856 – –
HFS
756
Hopwood Financial Services
Virginia
$135K 855 – –
TWM
757
Topsail Wealth Management
North Carolina
$130K 823 – –
PS
758
Pinney & Scofield
Massachusetts
$128K 810 – –
FDCP
759
Foster Dykema Cabot & Partners
Massachusetts
$127K 807 – –
WP
760
WealthShield Partners
North Carolina
$122K 772 – –
GWSG
761
GPS Wealth Strategies Group
Colorado
$120K 758 +41 +6%
LI
762
LRI Investments
Florida
$120K 758 – –
GWM
763
Grand Wealth Management
Michigan
$119K 756 – –
TIM
764
Thompson Investment Management
Wisconsin
$119K 754 – –
PPA
765
Painted Porch Advisors
California
$114K 725 – –
GI
766
GAMMA Investing
California
$114K 720 -74 -9%
AWM
767
Atticus Wealth Management
Florida
$112K 713 +3 +0.4%
EB
768
Eastern Bank
Massachusetts
$108K 685 -317 -32%
JFG
769
JDM Financial Group
Texas
$108K 685 – –
GBT
770
Grove Bank & Trust
Florida
$104K 659 – –
NWM
771
Navigoe Wealth Management
California
$103K 655 – –
WPA
772
West Paces Advisors
Georgia
$103K 650 – –
FWA
773
Flagship Wealth Advisors
Massachusetts
$102K 647 +647 New
CFD
774
Creative Financial Designs
Indiana
$100K 635 -25 -4%
HWM
775
Hemington Wealth Management
Virginia
$100K 636 +194 +44%
29 30
31
32 33