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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 %
MEG
926
Millstone Evans Group
Colorado
$2.52K – – –
MSWA
927
Marshall & Sterling Wealth Advisors
New York
$2.52K – – –
FGC
928
Financial Gravity Companies
Texas
$2.52K +$2.52K +16 New
KIG
929
Kessler Investment Group
Indiana
$2.05K – – –
HFS
930
Hantz Financial Services
Michigan
$2K – – –
CWP
931
Concord Wealth Partners
Virginia
$1.78K +$971 +6 +120%
GTAM
932
Global Trust Asset Management
Florida
$1.74K – – –
SIS
933
Sound Income Strategies
Florida
$1.73K -$31.2K -199 -95%
PWM
934
Provident Wealth Management
Tennessee
$1.58K -$158 -1 -9%
OA
935
Operose Advisors
Wisconsin
$1.1K – – –
PMIM
936
Prudent Man Investment Management
Colorado
$821 – – –
BIA
937
Bell Investment Advisors
California
$632 – – –
KG
938
Kilter Group
New York
$632 +$632 +4 New
NRG
939
Nemes Rush Group
Michigan
$631 -$1.58K -10 -71%
T
940
Transce3nd
Texas
$631 – – –
CTA
941
Colonial Trust Advisors
South Carolina
$528 +$528 +3 New
CFS
942
Compass Financial Services
Iowa
$475 +$475 +3 New
APF
943
Alaska Permanent Fund
Alaska
– -$348M -2,402,269 Closed
BBVA
944
Banco Bilbao Vizcaya Argentaria
Spain
– -$18.8M -125,000 Closed
QC
945
Quadrature Capital
United Kingdom
– -$18.5M -122,531 Closed
Jane Street
946
Jane Street
New York
– -$9.61M -63,652 Closed
CWC
947
Carolinas Wealth Consulting
North Carolina
– -$8.3M -54,960 Closed
GJL
948
Gendell Jeffrey L
– -$6.56M -43,438 Closed
SMH
949
Sanders Morris Harris
Texas
– -$4.79M -31,702 Closed
HBCM
950
Heron Bay Capital Management
Michigan
– -$4.73M -31,350 Closed
36 37
38
39 40