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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 %
SCG
101
Sonata Capital Group
Washington
$9.9M 62,737 -1,686 -3%
LFWA
102
LBJ Family Wealth Advisors
Texas
$9.87M 62,562 +185 +0.3%
EWA
103
EP Wealth Advisors
California
$9.86M 62,532 -9,005 -13%
HIA
104
Harbor Investment Advisory
Maryland
$9.72M 61,632 -190 -0.3%
CWM
105
Congress Wealth Management
Massachusetts
$9.61M 60,935 +21,648 +55%
FWM
106
FSA Wealth Management
Massachusetts
$9.57M 60,646 +1,243 +2%
Stifel Financial
107
Stifel Financial
Missouri
$9.52M 60,357 +4,337 +8%
GIM
108
Glenmede Investment Management
Pennsylvania
$9.48M 60,076 +60,076 New
RFA
109
RTD Financial Advisors
Pennsylvania
$9.13M 57,861 -972 -2%
KeyBank National Association
110
KeyBank National Association
Ohio
$9.12M 57,835 -982 -2%
Franklin Resources
111
Franklin Resources
California
$9.03M 57,256 -3,623 -6%
William Blair & Company
112
William Blair & Company
Illinois
$8.83M 55,949 +2,642 +5%
Prudential Financial
113
Prudential Financial
New Jersey
$8.81M 55,857 +4,400 +9%
TRCT
114
Tower Research Capital (TRC)
New York
$8.66M 54,895 -13,204 -19%
TWC
115
TD Waterhouse Canada
Ontario, Canada
$8.62M 53,582 +7,438 +16%
FHA
116
First Horizon Advisors
Tennessee
$8.59M 54,450 -3,554 -6%
FPAS
117
Focus Partners Advisor Solutions
Missouri
$8.52M 53,975 -1,078 -2%
SI
118
Stephens Inc
Arkansas
$8.39M 53,192 +1,294 +2%
IC
119
IEQ Capital
California
$8.36M 52,970 -2,100 -4%
PLU
120
Performa Ltd (US)
South Carolina
$8.28M 52,499 +5,975 +13%
MWM
121
Marion Wealth Management
Pennsylvania
$8.15M 51,656 +2,124 +4%
OCM
122
One Capital Management
California
$7.96M 50,481 +4,056 +9%
CAM
123
Cresset Asset Management
Illinois
$7.89M 50,027 +7,749 +18%
Barclays
124
Barclays
United Kingdom
$7.88M 49,942 -57,883 -54%
HSBC Holdings
125
HSBC Holdings
United Kingdom
$7.85M 49,746 -4,330 -8%
3 4
5
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