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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 %
MAM
301
Marotta Asset Management
Virginia
$708K 7,125 -3,807 -35%
TW
302
Transform Wealth
Colorado
$706K 7,104 -155 -2%
TF
303
Tompkins Financial
New York
$691K 6,955 – –
CWM
304
Cornerstone Wealth Management
Missouri
$689K 6,942 +57 +0.8%
Cerity Partners
305
Cerity Partners
New York
$686K 6,906 +2 +0%
RFC
306
Regions Financial Corp
Alabama
$671K 6,751 -1,740 -20%
LNC
307
Lincoln National Corp
Pennsylvania
$671K 6,760 -143 -2%
DIS
308
Diversified Investment Strategies
Louisiana
$671K 6,753 +105 +2%
BT
309
Brandywine Trust
Delaware
$661K 6,654 – –
PAI
310
Pittenger & Anderson Inc
Nebraska
$646K 6,500 – –
CAM
311
Cresset Asset Management
Illinois
$640K 6,445 -11 -0.2%
SCM
312
Stordahl Capital Management
Colorado
$638K 6,422 -30 -0.5%
CFFP
313
Center for Financial Planning
Michigan
$629K 6,328 -1,038 -14%
ACA
314
Anchor Capital Advisors
Massachusetts
$623K 6,274 -470 -7%
Verition Fund Management
315
Verition Fund Management
Connecticut
$614K 6,181 +6,181 New
AIM
316
Alhambra Investment Management
Florida
$587K 5,914 +5,914 New
WP
317
WealthPLAN Partners
Nebraska
$584K 5,090 -150 -3%
AAM
318
Autus Asset Management
Arizona
$584K 5,881 -24 -0.4%
CCT
319
Chemung Canal Trust
New York
$582K 5,854 -6,831 -54%
FAIM
320
Financial Advocates Investment Management
Washington
$582K 5,859 +5,859 New
Kovitz Investment Group Partners
321
Kovitz Investment Group Partners
Illinois
$577K 5,806 -90 -2%
HCM
322
Howland Capital Management
Massachusetts
$575K 5,789 – –
CS
323
Comerica Securities
Michigan
$571K 5,749 – –
SFA
324
Sequoia Financial Advisors
Ohio
$567K 5,708 +429 +8%
SSB
325
Sandy Spring Bank
Maryland
$564K 5,686 +39 +0.7%
11 12
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