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iShares Russell 2000 Value ETF
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Overview Fund Activity

828 hedge funds and large institutions have $11.7B invested in iShares Russell 2000 Value ETF in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 273 increasing their positions, 263 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
828
Holders Change
-19
Holders Change %
-2.24%
% of All Funds
14.54%
Holding in Top 10
50
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.71%
% of All Funds
0.88%
New
59
Increased
273
Reduced
263
Closed
63
Calls
$91.6M
Puts
$107M
Net Calls
-$15.8M
Net Calls Change
+$41.9M

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
$387M
2
JHU
Johns Hopkins University
Maryland
$136M
3
Bank of America
Bank of America
North Carolina
$1.32B
4
PPA
Parametric Portfolio Associates
Washington
$81.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$136M

Top Sellers

1
AIA
Angeles Investment Advisors
California
$19.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$47.2M
3
AP
Advisors Preferred
Maryland
$0
4
SRA
Summit Rock Advisors
New York
$66.3M
5
Barclays
Barclays
United Kingdom
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fuller & Thaler Asset Management
226
Fuller & Thaler Asset Management
California
$3.03M +$2.44M +15,237 +417%
LBC
227
Lowe Brockenbrough & Co
Virginia
$3.02M -$63.8K -398 -2%
AIA
228
Alera Investment Advisors
Illinois
$2.99M -$1.77M -11,044 -37%
HJMC
229
Hellman Jordan Management Company
Massachusetts
$2.97M +$2.97M +18,508 New
MWM
230
Maltin Wealth Management
New Jersey
$2.95M +$68.3K +426 +2%
SFG
231
StrategIQ Financial Group
Indiana
$2.94M +$292K +1,823 +11%
USCWA
232
U.S. Capital Wealth Advisors
Texas
$2.94M +$2.94M +18,361 New
Boston Partners
233
Boston Partners
Massachusetts
$2.93M +$2.09M +13,042 +247%
FCFC
234
First Commonwealth Financial Corp
Pennsylvania
$2.93M +$963K +6,008 +49%
FCI
235
Financial Counselors Inc
Kansas
$2.92M -$85.6K -534 -3%
CHC
236
City Holding Co
West Virginia
$2.86M -$30.4K -190 -1%
IP
237
Investment Partners
Ohio
$2.8M -$275K -1,719 -9%
OC
238
Oppenheimer & Co
New York
$2.76M -$148K -923 -5%
MAM
239
Meeder Asset Management
Ohio
$2.72M -$1.02M -6,375 -27%
BMCM
240
Bryn Mawr Capital Management
Pennsylvania
$2.72M -$235K -1,468 -8%
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$2.72M -$4.33M -27,021 -61%
SWA
242
Sax Wealth Advisors
New Jersey
$2.66M +$1.12K +7 +0%
PFA
243
Pure Financial Advisors
California
$2.66M +$828K +5,165 +45%
CM
244
Castleark Management
Illinois
$2.65M -$24M -150,000 -90%
CA
245
CastleArk Alternatives
Illinois
$2.65M +$2.65M +16,560 New
EARNEST Partners
246
EARNEST Partners
Georgia
$2.65M +$822K +5,132 +45%
Millennium Management
247
Millennium Management
New York
$2.64M +$2.64M +16,499 New
SMC
248
Smith, Moore & Co
Missouri
$2.59M +$19.9K +124 +0.8%
PA
249
Parallel Advisors
California
$2.57M -$78.8K -492 -3%
HI
250
Harbour Investments
Wisconsin
$2.57M +$57.8K +361 +2%
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