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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
+$190M
2
JHU
Johns Hopkins University
Maryland
+$136M
3
Bank of America
Bank of America
North Carolina
+$94.3M
4
PPA
Parametric Portfolio Associates
Washington
+$80.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$67.7M

Top Sellers

1
AIA
Angeles Investment Advisors
California
-$276M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$71.3M
3
AP
Advisors Preferred
Maryland
-$67M
4
SRA
Summit Rock Advisors
New York
-$48.2M
5
Barclays
Barclays
United Kingdom
-$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
251
American Portfolios Advisors
New York
$2.56M +$205K +1,282 +9%
AMG
252
Asset Management Group
Connecticut
$2.54M -$25K -156 -1%
PP
253
Prosperity Planning
Missouri
$2.49M +$47.7K +298 +2%
WA
254
Wealth Architects
California
$2.47M – – –
Susquehanna International Group
255
Susquehanna International Group
Pennsylvania
$2.42M -$1.2M -7,479 -33%
AFA
256
American Financial Advisors
Georgia
$2.39M -$45.3K -283 -2%
IWC
257
Integrated Wealth Concepts
Massachusetts
$2.36M -$282K -1,759 -11%
WAP
258
Wealthcare Advisory Partners
Pennsylvania
$2.36M -$127K -790 -5%
FTS
259
Fifth Third Securities
Ohio
$2.35M +$2.35M +14,634 New
NA
260
NewEdge Advisors
Louisiana
$2.33M +$431K +2,691 +23%
WDG
261
Wealth Dimensions Group
Ohio
$2.32M +$342K +2,137 +17%
RJT
262
Raymond James Trust
Florida
$2.3M +$38.9K +243 +2%
AAS
263
Avantax Advisory Services
Texas
$2.26M +$603K +3,761 +36%
GC
264
Grimes & Company
Massachusetts
$2.22M +$5.45K +34 +0.2%
HR
265
Hardy Reed
Mississippi
$2.13M – – –
SFS
266
Sowell Financial Services
Arkansas
$2.11M -$32.4K -202 -2%
RC
267
Roundview Capital
New Jersey
$2.07M -$29.2K -182 -1%
FPIS
268
Financial Planning & Information Services
Wisconsin
$2.07M -$21.3K -133 -1%
FA
269
FDx Advisors
Illinois
$2.07M +$58.5K +365 +3%
SWM
270
Shakespeare Wealth Management
Wisconsin
$2.04M -$1.14K -7 -0.1%
KA
271
Klingman & Associates
New York
$2.01M – – –
DSC
272
Donald Smith & Co
New York
$1.97M +$1.97M +12,300 New
FWP
273
FAS Wealth Partners
Kansas
$1.95M +$154K +959 +9%
AI
274
Atria Investments
North Carolina
$1.94M +$581K +3,629 +43%
EWM
275
Evercore Wealth Management
New York
$1.94M – – –
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