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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 %
CA
326
Clearstead Advisors
Ohio
$561K 5,647 -250 -4%
PGFC
327
Peapack-Gladstone Financial Corp
New Jersey
$554K 5,573 -2,169 -28%
EAM
328
Evanson Asset Management
California
$549K 5,530 +1,183 +27%
MAFM
329
Mid Atlantic Financial Management
Pennsylvania
$547K 4,737 -94 -2%
CWM
330
Confluence Wealth Management
Oregon
$544K 4,555 +4,555 New
SCM
331
SOL Capital Management
Maryland
$541K 5,445 – –
AG
332
Appleton Group
Wisconsin
$541K 5,449 +178 +3%
RCAG
333
Rehmann Capital Advisory Group
Michigan
$536K 5,392 -16 -0.3%
GC
334
Garde Capital
Washington
$530K 5,337 +119 +2%
WSTAM
335
Wilbanks Smith & Thomas Asset Management
Virginia
$529K 5,324 -1,204 -18%
VWA
336
Visionary Wealth Advisors
Illinois
$527K 5,310 +5,310 New
TFO
337
Tarbox Family Office
California
$524K 5,280 – –
TWP
338
Total Wealth Planning
Ohio
$519K 5,221 +3 +0.1%
NNP
339
Nachman Norwood & Parrott
South Carolina
$517K 5,207 +7 +0.1%
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$515K 3,107 – –
RZH
341
Relyea Zuckerberg Hanson
Connecticut
$514K 4,736 -740 -14%
VCS
342
Vaughan & Co Securities
New Jersey
$511K 5,144 -51 -1%
IA
343
IFP Advisors
Florida
$509K 5,133 – –
LB
344
Leo Brokerage
Texas
$508K 5,216 +5,216 New
RFA
345
Reilly Financial Advisors
California
$505K 5,087 -127,585 -96%
DWM
346
Dakota Wealth Management
Florida
$502K 5,058 -325 -6%
Fiera Capital (Canada)
347
Fiera Capital (Canada)
Quebec, Canada
$502K 5,055 -144 -3%
OCG
348
Opus Capital Group
Ohio
$500K 5,032 +48 +1%
APP
349
Avantax Planning Partners
Iowa
$498K 5,009 +320 +7%
SFM
350
Systematic Financial Management
New Jersey
$488K 4,912 +3,498 +247%
12 13
14
15 16