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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.

Holders
941
Holders Change
-28
Holders Change %
-2.89%
% of All Funds
12.63%
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
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 Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
126
HSBC Holdings
United Kingdom
$7.85M -$683K -4,330 -8%
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
$7.67M -$388K -2,458 -5%
TD Asset Management
128
TD Asset Management
Ontario, Canada
$7.38M +$1.29M +8,163 +21%
CP
129
Covenant Partners
Tennessee
$7.22M -$2.48M -15,691 -26%
KAS
130
Kestra Advisory Services
Texas
$7.19M +$395K +2,502 +6%
PGFC
131
Peapack-Gladstone Financial Corp
New Jersey
$7.16M -$36.8K -233 -0.5%
VCM
132
Viewpoint Capital Management
Washington
$7.16M -$32.3K -205 -0.4%
Tudor Investment Corp
133
Tudor Investment Corp
Connecticut
$6.89M +$6.89M +43,650 New
GS
134
GTS Securities
New York
$6.75M -$2.88M -18,276 -30%
CG
135
Corundum Group
Colorado
$6.75M +$278K +1,762 +4%
HWM
136
HB Wealth Management
Georgia
$6.69M +$60.1K +381 +0.9%
AAS
137
Avantax Advisory Services
Texas
$6.45M +$2M +12,647 +45%
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$6.26M -$231K -1,467 -4%
HW
139
Hancock Whitney
Mississippi
$6.12M +$561K +3,558 +10%
UAS
140
United Asset Strategies
New York
$6.11M +$1.85M +11,699 +43%
CWA
141
CM Wealth Advisors
Ohio
$6.07M -$129K -819 -2%
ITB
142
Idaho Trust Bank
Idaho
$5.92M +$447K +2,835 +8%
ACB
143
Aristotle Capital Boston
Massachusetts
$5.84M -$107K -678 -2%
Principal Financial Group
144
Principal Financial Group
Iowa
$5.81M -$14.3M -90,362 -71%
OFS
145
Oldfather Financial Services
Nebraska
$5.76M +$271K +1,715 +5%
LA
146
LWM Advisors
California
$5.72M -$60.3K -382 -1%
SF
147
Summit Financial
New Jersey
$5.66M -$778K -4,930 -12%
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$5.5M +$332K +2,103 +6%
IFO
149
Independent Family Office
New York
$5.41M -$110K -700 -2%
APP
150
Avantax Planning Partners
Iowa
$5.27M -$68.8K -436 -1%
4 5
6
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