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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 %
BA
826
Bellwether Advisors
Nebraska
$36.8K +$36.8K +233 New
AIC
827
Archer Investment Corporation
Indiana
$36.4K – – –
MMCM
828
Murphy & Mullick Capital Management
New York
$34.6K – – –
SL
829
Salomon & Ludwin
Virginia
$34.2K -$819 -5 -2%
TCM
830
TruNorth Capital Management
Michigan
$34.1K – – –
AG
831
AmeriFlex Group
Nevada
$33.6K -$3K -19 -8%
DFA
832
DHJJ Financial Advisors
Illinois
$33.3K – – –
PK
833
Pflug Koory
Nebraska
$32.3K – – –
CFO
834
CVA Family Office
Colorado
$32.2K – – –
AT
835
Avalon Trust
New Mexico
$31.6K – – –
TFGT
836
TS Financial Group (TSFG)
Illinois
$30K – – –
OIA
837
Optimum Investment Advisors
Illinois
$30K – – –
AAG
838
Armstrong Advisory Group
Massachusetts
$29.8K -$88.5K -561 -75%
B
839
Birchbrook
Maine
$29.8K – – –
BOJHT
840
Bank of Jackson Hole Trust
Wyoming
$28.4K – – –
MS
841
Marshall & Sullivan
Washington
$27.8K +$27.8K +176 New
TF
842
Tompkins Financial
New York
$27.6K – – –
CIAS
843
Capital Investment Advisory Services
North Carolina
$27.1K -$6.94K -44 -20%
FCAS
844
First Command Advisory Services
Texas
$26K +$26K +165 New
MA
845
MCF Advisors
Kentucky
$25.7K – – –
BMC
846
Bear Mountain Capital
Washington
$25.6K -$36.9K -226 -59%
BC
847
Barrett & Company
Rhode Island
$25.1K – – –
PCTC
848
Perkins Coie Trust Company
Washington
$24.5K – – –
HDIM
849
Hanson & Doremus Investment Management
Vermont
$24K – – –
SN
850
Sittner & Nelson
Oregon
$23.8K – – –
32 33
34
35 36