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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 %
GA
901
GoalVest Advisory
New York
$6.78K 43 – –
AEPWM
902
Atlantic Edge Private Wealth Management
Florida
$6.63K 42 -56 -57%
1NWS
903
1 North Wealth Services
Maryland
$6.31K 40 – –
TLCM
904
Twin Lakes Capital Management
California
$6.31K 40 – –
SS
905
Sunbelt Securities
Texas
$6.07K 37 -30 -45%
DF
906
Dunhill Financial
United Kingdom
$5.85K 37 +33 +825%
CA
907
CoreCap Advisors
Michigan
$5.84K 37 -1 -3%
RI
908
Ridgewood Investments
New Jersey
$5.84K 37 – –
FAI
909
Fiduciary Advisors Inc
Missouri
$5.52K 35 – –
TSMHT
910
Thurston Springer Miller Herd & Titak
Indiana
$5.52K 35 – –
JGIA
911
Jackson Grant Investment Advisers
Connecticut
$5.3K 34 +1 +3%
TPWA
912
Twin Peaks Wealth Advisors
California
$4.98K 30 +30 New
BIM
913
Breakwater Investment Management
Washington
$4.89K 31 – –
HNW
914
High Note Wealth
Minnesota
$4.73K 30 +30 New
MWM
915
Mascoma Wealth Management
New Hampshire
$4.42K 28 – –
PP
916
PrairieView Partners
Minnesota
$4K 31 – –
RCM
917
Raleigh Capital Management
North Carolina
$3.97K 25 +25 New
GPFA
918
Game Plan Financial Advisors
Ohio
$3.94K 25 – –
BC
919
Belmont Capital
California
$3.94K 25 – –
OP
920
ORG Partners
Indiana
$3.44K 21 – –
BCPWM
921
Bradley & Co Private Wealth Management
Florida
$3K 19 – –
MCA
922
Maryland Capital Advisors
Maryland
$2.68K 17 – –
MSWA
923
Marshall & Sterling Wealth Advisors
New York
$2.52K 16 – –
MEG
924
Millstone Evans Group
Colorado
$2.52K 16 – –
FGC
925
Financial Gravity Companies
Texas
$2.52K 16 +16 New
35 36
37
38 39