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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 %
LSPW
976
Lake Street Private Wealth
Illinois
– -$276K -1,828 Closed
AFM
977
Armstrong Fleming & Moore
District of Columbia
– -$275K -1,823 Closed
BF
978
Blankinship & Foster
California
– -$253K -1,677 Closed
HT
979
Heritage Trust
Oklahoma
– -$244K -1,617 Closed
CG
980
Cynosure Group
Utah
– -$236K -1,566 Closed
NL
981
NDWM LLC
California
– -$236K -1,561 Closed
SIA
982
Soltis Investment Advisors
Utah
– -$232K -1,537 Closed
EPM
983
Elm Partners Management
Pennsylvania
– -$228K -1,508 Closed
MWA
984
Midland Wealth Advisors
Illinois
– -$226K -1,500 Closed
SRL
985
Scientech Research LLC
New Jersey
– -$220K -1,456 Closed
WWA
986
Wingate Wealth Advisors
Massachusetts
– -$219K -1,453 Closed
WIC
987
Willis Investment Counsel
Georgia
– -$211K -1,400 Closed
CAM
988
Clark Asset Management
New Hampshire
– -$207K -1,371 Closed
WT
989
Washington Trust
Rhode Island
– -$184K -1,220 Closed
PWM
990
Palacios Wealth Management
Florida
– -$228K -1,157 Closed
HH
991
Hilltop Holdings
Texas
– -$158K -1,044 Closed
WAOTB
992
Wealth Advisors of Tampa Bay
Florida
– -$99.2K -657 Closed
HH
993
HWG Holdings
Texas
– -$77.8K -515 Closed
TC
994
Trust Company
Kansas
– -$69.5K -460 Closed
PGAM
995
Princeton Global Asset Management
New Jersey
– -$59K -391 Closed
ABWM
996
Alpine Bank Wealth Management
Colorado
– -$44.2K -293 Closed
CCM
997
Cloud Capital Management
Washington
– -$38K -257 Closed
HC
998
Hoese & Co
Minnesota
– -$23.9K -158 Closed
CSC
999
Caldwell Sutter Capital
California
– -$19K -126 Closed
BL
1000
BFSG LLC
California
– -$7.55K -50 Closed
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