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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
$1.07B
2
ZBNA
Zions Bancorporation, National Association
Utah
$42.5M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$80.2M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$350M
5
Goldman Sachs
Goldman Sachs
New York
$192M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$22.6M
3
US Bancorp
US Bancorp
Minnesota
$27.5M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$422M
5
Raymond James Financial
Raymond James Financial
Florida
$62.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.07B +$66.6M +422,172 +7%
Morgan Stanley
2
Morgan Stanley
New York
$781M -$16.1M -102,319 -2%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$422M -$27M -170,880 -6%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$350M +$24.8M +157,461 +8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$322M -$7.13M -45,184 -2%
VNIM
6
Vaughan Nelson Investment Management
Texas
$204M +$8.83M +55,950 +5%
Goldman Sachs
7
Goldman Sachs
New York
$192M +$23.6M +149,484 +14%
DADC
8
D.A. Davidson & Co
Montana
$187M +$7.86M +49,811 +4%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$177M -$11.9M -75,623 -6%
M&T Bank
10
M&T Bank
New York
$160M -$5.79M -36,688 -3%
LPL Financial
11
LPL Financial
California
$158M +$2.76M +17,479 +2%
UBS Group
12
UBS Group
Switzerland
$153M -$17.2M -108,809 -10%
Wells Fargo
13
Wells Fargo
California
$146M -$2.9M -18,412 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$143M -$5.87M -37,187 -4%
Betterment LLC
15
Betterment LLC
New York
$118M -$7.29M -46,190 -6%
Charles Schwab
16
Charles Schwab
California
$112M +$5.43M +34,397 +5%
CCWM
17
Cassaday & Co Wealth Management
Virginia
$97.3M +$1.37M +8,667 +1%
PLFA
18
Pacific Life Fund Advisors
California
$94.5M +$15.4M +97,829 +20%
Northern Trust
19
Northern Trust
Illinois
$88.2M -$8.15M -51,671 -8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$87M +$893K +5,658 +1%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$82.6M +$7.47M +47,361 +10%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$80.2M +$40M +253,326 +99%
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$63.7M +$18.9M +119,785 +42%
Raymond James Financial
24
Raymond James Financial
Florida
$62.2M -$20.7M -131,116 -25%
BPWM
25
Badgley Phelps Wealth Managers
Washington
$58.4M +$1.55M +9,824 +3%
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