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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 %
RP
751
Rice Partnership
Hawaii
$148K – – –
CPG
752
Cornerstone Planning Group
New Jersey
$146K +$644 +4 +0.4%
WTA
753
Washington Trust Advisors
Massachusetts
$146K – – –
AA
754
Addison Advisors
Vermont
$146K +$15.6K +99 +12%
SMA
755
Sage Mountain Advisors
Georgia
$141K +$29.2K +185 +26%
SC
756
SouthState Corp
Florida
$141K +$15.5K +98 +12%
KIM
757
Kestra Investment Management
Texas
$137K +$51.7K +337 +60%
VCM
758
Versant Capital Management
Arizona
$135K – – –
HFS
759
Hopwood Financial Services
Virginia
$135K – – –
TWM
760
Topsail Wealth Management
North Carolina
$130K – – –
PS
761
Pinney & Scofield
Massachusetts
$128K – – –
FDCP
762
Foster Dykema Cabot & Partners
Massachusetts
$127K – – –
WP
763
WealthShield Partners
North Carolina
$122K – – –
GWSG
764
GPS Wealth Strategies Group
Colorado
$120K +$6.47K +41 +6%
LI
765
LRI Investments
Florida
$120K – – –
GWM
766
Grand Wealth Management
Michigan
$119K – – –
TIM
767
Thompson Investment Management
Wisconsin
$119K – – –
PPA
768
Painted Porch Advisors
California
$114K – – –
GI
769
GAMMA Investing
California
$114K -$11.7K -74 -9%
AWM
770
Atticus Wealth Management
Florida
$112K +$473 +3 +0.4%
EB
771
Eastern Bank
Massachusetts
$108K -$50K -317 -32%
JFG
772
JDM Financial Group
Texas
$108K – – –
GBT
773
Grove Bank & Trust
Florida
$104K – – –
NWM
774
Navigoe Wealth Management
California
$103K – – –
WPA
775
West Paces Advisors
Georgia
$103K – – –
29 30
31
32 33