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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 %
CCT
376
Chemung Canal Trust
New York
$937K – – –
EAM
377
Evanson Asset Management
California
$919K – – –
BAM
378
Berkshire Asset Management
Pennsylvania
$917K +$265K +1,650 +41%
HCM
379
Howland Capital Management
Massachusetts
$911K – – –
FAIM
380
Financial Advocates Investment Management
Washington
$905K +$49.1K +310 +6%
CFFP
381
Center for Financial Planning
Michigan
$904K -$35.1K -219 -4%
AAM
382
Autus Asset Management
Arizona
$903K -$15.1K -94 -2%
OR
383
Olympiad Research
Connecticut
$901K -$1.49M -9,273 -62%
MLL
384
Moody Lynn & Lieberson
Massachusetts
$901K +$901K +5,622 New
SCM
385
SOL Capital Management
Maryland
$900K +$48K +300 +6%
TW
386
Transform Wealth
Colorado
$896K -$69.2K -432 -7%
RhumbLine Advisers
387
RhumbLine Advisers
Massachusetts
$896K +$553K +3,452 +161%
MFG
388
Magnus Financial Group
New York
$894K +$10.7K +67 +1%
RIA
389
RPG Investment Advisory
California
$888K -$32.8K -205 -4%
TCA
390
Transcend Capital Advisors
New Jersey
$885K -$4.51M -26,927 -84%
BI
391
Berkeley Inc
Idaho
$881K -$115K -719 -12%
PLU
392
Performa Ltd (US)
South Carolina
$880K – – –
AWM
393
Aprio Wealth Management
Georgia
$879K -$1.48M -9,230 -63%
WP
394
WealthPLAN Partners
Nebraska
$872K +$76.1K +459 +10%
OCG
395
Opus Capital Group
Ohio
$863K +$14.3K +89 +2%
C
396
Certuity
Florida
$861K +$253K +1,581 +42%
AG
397
Appleton Group
Wisconsin
$853K +$4.97K +31 +0.6%
UWPG
398
Ullmann Wealth Partners Group
Florida
$851K -$32.7K -204 -4%
CAM
399
Cresset Asset Management
Illinois
$850K +$2.08K +13 +0.2%
NSIM
400
North Star Investment Management
Illinois
$848K +$16.7K +104 +2%
14 15
16
17 18