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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 %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$10.1M -$446K -2,826 -4%
SCG
102
Sonata Capital Group
Washington
$9.9M -$266K -1,686 -3%
LFWA
103
LBJ Family Wealth Advisors
Texas
$9.87M +$29.2K +185 +0.3%
EWA
104
EP Wealth Advisors
California
$9.86M -$1.42M -9,005 -13%
HIA
105
Harbor Investment Advisory
Maryland
$9.72M -$30K -190 -0.3%
CWM
106
Congress Wealth Management
Massachusetts
$9.61M +$3.42M +21,648 +55%
FWM
107
FSA Wealth Management
Massachusetts
$9.57M +$196K +1,243 +2%
Stifel Financial
108
Stifel Financial
Missouri
$9.52M +$684K +4,337 +8%
GIM
109
Glenmede Investment Management
Pennsylvania
$9.48M +$9.48M +60,076 New
RFA
110
RTD Financial Advisors
Pennsylvania
$9.13M -$153K -972 -2%
KeyBank National Association
111
KeyBank National Association
Ohio
$9.12M -$155K -982 -2%
Franklin Resources
112
Franklin Resources
California
$9.03M -$572K -3,623 -6%
William Blair & Company
113
William Blair & Company
Illinois
$8.83M +$417K +2,642 +5%
Prudential Financial
114
Prudential Financial
New Jersey
$8.81M +$694K +4,400 +9%
TRCT
115
Tower Research Capital (TRC)
New York
$8.66M -$2.08M -13,204 -19%
TWC
116
TD Waterhouse Canada
Ontario, Canada
$8.62M +$1.2M +7,438 +16%
FHA
117
First Horizon Advisors
Tennessee
$8.59M -$561K -3,554 -6%
FPAS
118
Focus Partners Advisor Solutions
Missouri
$8.52M -$170K -1,078 -2%
SI
119
Stephens Inc
Arkansas
$8.39M +$204K +1,294 +2%
IC
120
IEQ Capital
California
$8.36M -$331K -2,100 -4%
PLU
121
Performa Ltd (US)
South Carolina
$8.28M +$943K +5,975 +13%
MWM
122
Marion Wealth Management
Pennsylvania
$8.15M +$335K +2,124 +4%
OCM
123
One Capital Management
California
$7.96M +$640K +4,056 +9%
CAM
124
Cresset Asset Management
Illinois
$7.89M +$1.22M +7,749 +18%
Barclays
125
Barclays
United Kingdom
$7.88M -$9.13M -57,883 -54%
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