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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 %
Lido Advisors
351
Lido Advisors
California
$1.11M +$392K +2,445 +54%
WIA
352
World Investment Advisors
California
$1.11M +$802 +5 +0.1%
First Trust Advisors
353
First Trust Advisors
Illinois
$1.09M -$3.55M -22,146 -77%
Cerity Partners
354
Cerity Partners
New York
$1.08M +$7.69K +48 +0.7%
PP
355
PDS Planning
Ohio
$1.07M – – –
EH
356
Equitable Holdings
New York
$1.07M +$7.37K +46 +0.7%
BT
357
Brandywine Trust
Delaware
$1.07M – – –
KPWS
358
Kestra Private Wealth Services
Texas
$1.06M +$595K +3,713 +128%
HCMT
359
Highland Capital Management (Tennessee)
Tennessee
$1.05M +$9.61K +60 +0.9%
SWP
360
Stratos Wealth Partners
Ohio
$1.05M +$29.6K +185 +3%
LWCFA
361
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.03M -$64.9K -405 -6%
SCM
362
Stordahl Capital Management
Colorado
$1.03M +$6.89K +43 +0.7%
VWA
363
Visionary Wealth Advisors
Illinois
$1.03M +$77.6K +484 +8%
FMII
364
Farmers & Merchants Investments Inc
Nebraska
$1.01M +$939K +5,865 +1,275%
CG
365
Colony Group
Massachusetts
$1.01M – – –
CAC
366
Certified Advisory Corp
Florida
$997K +$379K +2,365 +61%
CGA
367
Crescent Grove Advisors
Illinois
$995K – – –
VCS
368
Vaughan & Co Securities
New Jersey
$992K +$34.8K +217 +4%
GC
369
Garde Capital
Washington
$983K +$163K +1,020 +20%
EGA
370
E&G Advisors
Texas
$978K +$978K +6,102 New
Wolverine Trading
371
Wolverine Trading
Illinois
$976K +$976K +6,030 New
Cohen & Steers
372
Cohen & Steers
New York
$970K +$970K +6,052 New
WSTAM
373
Wilbanks Smith & Thomas Asset Management
Virginia
$964K +$12.3K +77 +1%
RFC
374
Regions Financial Corp
Alabama
$962K -$320 -2 -0%
CA
375
Clearstead Advisors
Ohio
$945K -$3.85K -24 -0.4%
13 14
15
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