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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 %
PWA
876
Provenance Wealth Advisors
Florida
$12.8K 81 -80 -50%
DWM
877
Darwin Wealth Management
Florida
$12.4K 78 -17 -18%
MFA
878
Morling Financial Advisors
California
$12.3K 78 – –
MIA
879
Milestone Investment Advisors
Wisconsin
$11.9K 76 – –
SIC
880
Salem Investment Counselors
North Carolina
$11.4K 72 -75 -51%
FG
881
Fairman Group
Pennsylvania
$11.2K 71 – –
MBFW
882
Morton Brown Family Wealth
Pennsylvania
$11K 70 – –
PIP
883
Peachtree Investment Partners
Florida
$10.7K 68 +1 +1%
FCMT
884
Founders Capital Management (Texas)
Texas
$10.4K 66 – –
OAJ
885
Ogorek Anthony Joseph
New York
$10K 65 – –
VWM
886
Valley Wealth Managers
New Jersey
$9.94K 63 – –
FFA
887
Founders Financial Alliance
North Carolina
$9.5K 60 -3 -5%
AWM
888
Activest Wealth Management
Florida
$9.01K 57 – –
NG
889
NWK Group
California
$8.99K 57 – –
RF
890
Rossby Financial
Florida
$8.99K 57 +9 +19%
BWL
891
Bogart Wealth LLC
Virginia
$8.99K 57 +18 +46%
OL
892
one8zero8 LLC
North Carolina
$8.68K 55 – –
MSFP
893
Mark Sheptoff Financial Planning
Connecticut
$8.52K 54 – –
BIG
894
Brooklyn Investment Group
New York
$8.36K 53 -361 -87%
FA
895
Financial Avengers
California
$8.36K 53 +53 New
RWS
896
Retirement Wealth Solutions
Wisconsin
$7.89K 50 – –
ME
897
McIlrath & Eck
Washington
$7.46K 47 – –
RCM
898
Richardson Capital Management
Wisconsin
$7.1K 45 – –
AF
899
Alerus Financial
North Dakota
$7.1K 45 +45 New
CFP
900
Comprehensive Financial Planning
Pennsylvania
$6.89K 44 -1,052 -96%
34 35
36
37 38