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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 %
FWA
776
Flagship Wealth Advisors
Massachusetts
$102K +$102K +647 New
CFD
777
Creative Financial Designs
Indiana
$100K -$3.94K -25 -4%
HWM
778
Hemington Wealth Management
Virginia
$100K +$30.5K +194 +44%
BLC
779
Brown, Lisle/Cummings
Rhode Island
$95.4K – – –
EWM
780
EPG Wealth Management
Georgia
$95.3K -$101K -640 -51%
NL
781
NVWM LLC
Pennsylvania
$94.7K – – –
AWM
782
Angeles Wealth Management
California
$90.7K – – –
TIM
783
Tortoise Investment Management
New York
$90.4K – – –
CAL
784
Capital Advisors Ltd
Ohio
$84K -$10.9K -69 -11%
CBT
785
CoreFirst Bank & Trust
Kansas
$82.8K +$82.8K +525 New
BL
786
Balentine LLC
Georgia
$81.9K +$1.58K +10 +2%
SWA
787
SOA Wealth Advisors
New York
$79.8K +$17.5K +111 +28%
PWM
788
Parkworth Wealth Management
California
$78.6K +$316 +2 +0.4%
SFFS
789
Stonehage Fleming Financial Services
Jersey
$77.1K – – –
3IP
790
3Chopt Investment Partners
Virginia
$76.5K -$52.5K -333 -41%
WAG
791
Windsor Advisory Group
Ohio
$74.8K – – –
CB
792
CNB Bank
Pennsylvania
$74.3K – – –
CMP
793
Coston McIsaac & Partners
Maine
$72K – – –
FUBT
794
First United Bank & Trust
Maryland
$71K -$18.9K -120 -21%
AC
795
AlphaCore Capital
California
$70.4K +$63.3K +401 +891%
AP
796
Atwood & Palmer
Missouri
$69.3K -$15.8K -100 -19%
SWP
797
Strategic Wealth Partners
Ohio
$67.2K +$67.2K +426 New
TCOT
798
Trust Company of Toledo
Ohio
$66.4K +$66.4K +421 New
MG
799
MilWealth Group
Wisconsin
$65.8K – – –
FFA
800
Frazier Financial Advisors
Ohio
$65.2K – – –
30 31
32
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