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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 %
FCM
351
Firestone Capital Management
Florida
$487K 4,903 -290 -6%
CAM
352
Cubic Asset Management
Massachusetts
$487K 4,907 -16 -0.3%
HCC
353
Hirtle Callaghan & Co
Pennsylvania
$487K 4,877 – –
CIBC World Market
354
CIBC World Market
Ontario, Canada
$486K 4,897 -98 -2%
GCM
355
Gables Capital Management
Florida
$482K 4,851 – –
RG
356
Retirement Group
California
$480K 4,837 +200 +4%
AIC
357
Ameritas Investment Company
Nebraska
$470K 4,819 – –
CW
358
CreativeOne Wealth
Kansas
$469K 4,720 +899 +24%
HNB
359
Huntington National Bank
Ohio
– – – –
SC
360
Savant Capital
Illinois
$465K 4,677 +211 +5%
KFA
361
Kelleher Financial Advisors
New York
$463K 4,669 -530 -10%
FBFS
362
First Business Financial Services
Wisconsin
$463K 4,662 – –
HWA
363
Heritage Wealth Advisors
Virginia
$461K 4,639 – –
Boston Partners
364
Boston Partners
Massachusetts
$456K 4,586 -58,316 -93%
CANC
365
Culbertson A N & Co
Virginia
$455K 4,584 +90 +2%
EH
366
Equitable Holdings
New York
$454K 4,571 -1,081 -19%
WAM
367
Wealthspire Advisors (Maryland)
Maryland
$453K 4,559 -3,271 -42%
LFS
368
Lutz Financial Services
Nebraska
$451K 4,542 – –
DPI
369
Diversified Portfolios Inc
Michigan
$447K 4,500 +93 +2%
AWM
370
Aprio Wealth Management
Georgia
$445K 4,482 -435 -9%
DJSG
371
D.J. St. Germain
Massachusetts
$445K 4,485 – –
GPA
372
Guidance Point Advisors
Massachusetts
$437K 4,401 +25 +0.6%
MFW
373
Mosaic Family Wealth
Missouri
$436K 4,393 +483 +12%
RCM
374
RNC Capital Management
California
$435K 4,378 – –
CWM
375
Connecticut Wealth Management
Connecticut
$430K 4,330 +4,330 New
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15
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