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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 %
LB
276
Legacy Bridge
Iowa
$1.92M -$28.8K -180 -1%
CCM
277
Carlson Capital Management
Minnesota
$1.89M +$8.01K +50 +0.4%
GC
278
Guggenheim Capital
Illinois
$1.88M – – –
SC
279
Savant Capital
Illinois
$1.87M +$1.13M +7,063 +153%
BIA
280
BHK Investment Advisors
Alabama
$1.87M +$40.5K +253 +2%
HIP
281
HUB Investment Partners
Texas
$1.86M -$222K -1,384 -11%
QCG
282
Quadrant Capital Group
Ohio
$1.83M – – –
BPA
283
Beacon Pointe Advisors
California
$1.82M +$203K +1,265 +13%
EVM
284
Eaton Vance Management
Massachusetts
$1.8M +$11.2K +71 +0.6%
CIC
285
Carnegie Investment Counsel
Ohio
$1.8M -$2.24K -14 -0.1%
PA
286
Pinnacle Associates
New York
$1.77M +$36.1K +225 +2%
DI
287
Disciplined Investments
Oklahoma
$1.76M -$2.24K -14 -0.1%
AIM
288
Alhambra Investment Management
Florida
$1.72M +$164K +1,023 +11%
ST
289
Smithfield Trust
Pennsylvania
$1.72M -$113K -704 -6%
VWM
290
Venturi Wealth Management
Texas
$1.69M -$83.3K -520 -5%
FOA
291
Five Oceans Advisors
California
$1.68M +$1.68M +10,508 New
SIA
292
Stegner Investment Associates
Kentucky
$1.68M -$14.9K -93 -0.9%
VFA
293
Valeo Financial Advisors
Indiana
$1.67M -$12.3K -77 -0.7%
CFB
294
Cullen/Frost Bankers
Texas
$1.67M -$79K -493 -5%
MPWT
295
MassMutual Private Wealth & Trust
Connecticut
$1.66M +$1.92K +12 +0.1%
MFW
296
Meristem Family Wealth
Minnesota
$1.66M -$23.9K -149 -1%
VanEck Associates
297
VanEck Associates
New York
$1.66M -$460K -2,871 -22%
FBB
298
Fulton Breakefield Broenniman
Maryland
$1.65M -$10.6K -66 -0.6%
WP
299
WealthSource Partners
California
$1.64M – – –
SYBT
300
Stock Yards Bank & Trust
Kentucky
$1.62M -$41.2K -257 -2%
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