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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 %
EK
801
Evensky & Katz
Florida
$65K +$159 +1 +0.2%
SFA
802
Semmax Financial Advisors
North Carolina
$62.9K +$26.5K +165 +73%
Loomis, Sayles & Company
803
Loomis, Sayles & Company
Massachusetts
$62.8K – – –
FP
804
Financial Perspectives
Minnesota
$62K +$158 +1 +0.3%
BFPW
805
BOK Financial Private Wealth
Colorado
$59.1K -$16.4K -104 -22%
CAM
806
Close Asset Management
United Kingdom
$59K +$35.4K +225 +150%
WA
807
Whipplewood Advisors
Colorado
$55.2K +$49.1K +311 +797%
RBC
808
Roble Belko & Company
Pennsylvania
$54K – – –
BA
809
Ballast Advisors
Minnesota
$53.3K – – –
BSB
810
Bangor Savings Bank
Maine
$53.2K – – –
IIL
811
Insight Inv LLC
California
$51.6K -$31.6K -200 -38%
MAM
812
Marquette Asset Management
Minnesota
$51.1K – – –
WA
813
WPG Advisers
Maryland
$49.2K -$2.05K -13 -4%
PB
814
Pinnacle Bancorp
Nebraska
$49.2K – – –
HBW
815
Hazlett, Burt & Watson
West Virginia
$49K – – –
GSWM
816
Golden State Wealth Management
California
$48.6K – – –
STB
817
S&T Bank
Pennsylvania
$47.6K -$5.21K -33 -10%
CWM
818
Centricity Wealth Management
Ohio
$47.3K – – –
FFWM
819
Future Financial Wealth Management
Ohio
$47.3K – – –
BFO
820
Biltmore Family Office
North Carolina
$47K – – –
RPA
821
Redwood Park Advisors
California
$44.2K – – –
FMTCOCP
822
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$44K – – –
RF
823
Roxbury Financial
New Jersey
$43.3K – – –
UCB
824
United Community Bank
South Carolina
$43.1K – – –
S
825
SignatureFD
Georgia
$37.1K – – –
31 32
33
34 35