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iShares Russell 2000 Value ETF
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Overview Fund Activity

633 hedge funds and large institutions have $5.59B invested in iShares Russell 2000 Value ETF in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 186 increasing their positions, 256 reducing their positions, and 55 closing their positions.

Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
12.81%
Holding in Top 10
32
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+23.08%
% of All Funds
0.65%
New
65
Increased
186
Reduced
256
Closed
55
Calls
$36.2M
Puts
$61.5M
Net Calls
-$25.4M
Net Calls Change
+$1.57B

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$445M
2
SV
2
Starboard Value
New York
$96.9M
3
Bank of America
3
Bank of America
North Carolina
$341M
4
SCM
4
Shapiro Capital Management
Georgia
$38.8M
5
AAP
5
Arax Advisory Partners
Colorado
$24.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$650M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
3
Wells Fargo
3
Wells Fargo
California
$127M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$6.36M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$479M
Name Market Value Shares Shares
Change 		Shares
Change %
MPWT
251
MassMutual Private Wealth & Trust
Connecticut
$1.11M 11,214 -856 -7%
FHA
252
First Horizon Advisors
Tennessee
$1.11M 11,185 -2,835 -20%
LB
253
Legacy Bridge
Iowa
$1.1M 11,025 -60 -0.5%
FBB
254
Fulton Breakefield Broenniman
Maryland
$1.09M 10,931 -17 -0.2%
MFW
255
Meristem Family Wealth
Minnesota
$1.05M 10,576 – –
AIA
256
Alera Investment Advisors
Illinois
$1.05M 10,551 -1,520 -13%
MAS
257
Managed Account Services
Florida
$1.04M 9,437 -632 -6%
GC
258
Grimes & Company
Massachusetts
$1.04M 10,480 -114 -1%
VFA
259
Valeo Financial Advisors
Indiana
$1.03M 10,408 +1,750 +20%
FWP
260
FAS Wealth Partners
Kansas
$1.03M 10,318 -633 -6%
CCA
261
Cobblestone Capital Advisors
New York
$1.02M 10,257 -632 -6%
Natixis Advisors
262
Natixis Advisors
Massachusetts
$1.01M 10,150 +10,150 New
EVM
263
Eaton Vance Management
Massachusetts
$998K 10,045 -10,715 -52%
BPA
264
Beacon Pointe Advisors
California
$994K 10,008 -121 -1%
WDL
265
Well Done LLC
Michigan
$988K 9,951 -1 -0%
I2I
266
Insight 2811 Inc
Illinois
$985K 9,916 +436 +5%
Rockefeller Capital Management
267
Rockefeller Capital Management
New York
$977K 9,845 -10 -0.1%
First Trust Advisors
268
First Trust Advisors
Illinois
$965K 9,714 -344 -3%
WCF
269
West Coast Financial
California
$938K 9,444 +36 +0.4%
EWA
270
Exencial Wealth Advisors
Oklahoma
$934K 9,402 +62 +0.7%
DMC
271
Drexel Morgan & Co
Pennsylvania
$933K 9,392 -80 -0.8%
PA
272
Pinnacle Associates
New York
$924K 9,304 – –
HCA
273
Harbour Capital Advisors
Virginia
$905K 9,115 -175 -2%
UCFA
274
United Capital Financial Advisors
Texas
$896K 9,025 -611 -6%
JIR
275
James Investment Research
Ohio
$891K 8,972 -52,388 -85%
9 10
11
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