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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
12.62%
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 %
RCM
901
Richardson Capital Management
Wisconsin
$7.1K – – –
AF
902
Alerus Financial
North Dakota
$7.1K +$7.1K +45 New
CFP
903
Comprehensive Financial Planning
Pennsylvania
$6.89K -$165K -1,052 -96%
GA
904
GoalVest Advisory
New York
$6.78K – – –
AEPWM
905
Atlantic Edge Private Wealth Management
Florida
$6.63K -$8.84K -56 -57%
1NWS
906
1 North Wealth Services
Maryland
$6.31K – – –
TLCM
907
Twin Lakes Capital Management
California
$6.31K – – –
SS
908
Sunbelt Securities
Texas
$6.07K -$4.93K -30 -45%
DF
909
Dunhill Financial
United Kingdom
$5.85K +$5.21K +33 +825%
CA
910
CoreCap Advisors
Michigan
$5.84K -$158 -1 -3%
RI
911
Ridgewood Investments
New Jersey
$5.84K – – –
FAI
912
Fiduciary Advisors Inc
Missouri
$5.52K – – –
TSMHT
913
Thurston Springer Miller Herd & Titak
Indiana
$5.52K – – –
JGIA
914
Jackson Grant Investment Advisers
Connecticut
$5.3K +$156 +1 +3%
TPWA
915
Twin Peaks Wealth Advisors
California
$4.98K +$4.98K +30 New
BIM
916
Breakwater Investment Management
Washington
$4.89K – – –
HNW
917
High Note Wealth
Minnesota
$4.73K +$4.73K +30 New
MWM
918
Mascoma Wealth Management
New Hampshire
$4.42K – – –
PP
919
PrairieView Partners
Minnesota
$4K – – –
RCM
920
Raleigh Capital Management
North Carolina
$3.97K +$3.97K +25 New
BC
921
Belmont Capital
California
$3.94K – – –
GPFA
922
Game Plan Financial Advisors
Ohio
$3.94K – – –
OP
923
ORG Partners
Indiana
$3.44K – – –
BCPWM
924
Bradley & Co Private Wealth Management
Florida
$3K – – –
MCA
925
Maryland Capital Advisors
Maryland
$2.68K – – –
35 36
37
38 39