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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 %
WOSD
876
WFA of San Diego
California
$13.4K +$13.4K +85 New
WWM
877
Wolff Wiese Magana
California
$13.3K – – –
WTFG
878
Wood Tarver Financial Group
Idaho
$13K – – –
PWA
879
Provenance Wealth Advisors
Florida
$12.8K -$12.6K -80 -50%
DWM
880
Darwin Wealth Management
Florida
$12.4K -$2.7K -17 -18%
MFA
881
Morling Financial Advisors
California
$12.3K – – –
MIA
882
Milestone Investment Advisors
Wisconsin
$11.9K – – –
SIC
883
Salem Investment Counselors
North Carolina
$11.4K -$11.8K -75 -51%
FG
884
Fairman Group
Pennsylvania
$11.2K – – –
MBFW
885
Morton Brown Family Wealth
Pennsylvania
$11K – – –
PIP
886
Peachtree Investment Partners
Florida
$10.7K +$157 +1 +1%
FCMT
887
Founders Capital Management (Texas)
Texas
$10.4K – – –
OAJ
888
Ogorek Anthony Joseph
New York
$10K – – –
VWM
889
Valley Wealth Managers
New Jersey
$9.94K – – –
FFA
890
Founders Financial Alliance
North Carolina
$9.5K -$475 -3 -5%
AWM
891
Activest Wealth Management
Florida
$9.01K – – –
NG
892
NWK Group
California
$8.99K – – –
RF
893
Rossby Financial
Florida
$8.99K +$1.42K +9 +19%
BWL
894
Bogart Wealth LLC
Virginia
$8.99K +$2.84K +18 +46%
OL
895
one8zero8 LLC
North Carolina
$8.68K – – –
MSFP
896
Mark Sheptoff Financial Planning
Connecticut
$8.52K – – –
BIG
897
Brooklyn Investment Group
New York
$8.36K -$57K -361 -87%
FA
898
Financial Avengers
California
$8.36K +$8.36K +53 New
RWS
899
Retirement Wealth Solutions
Wisconsin
$7.89K – – –
ME
900
McIlrath & Eck
Washington
$7.46K – – –
34 35
36
37 38