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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 %
GPA
426
Guidance Point Advisors
Massachusetts
$737K +$5.76K +36 +0.8%
CANC
427
Culbertson A N & Co
Virginia
$734K – – –
FNBT
428
FineMark National Bank & Trust
Florida
$729K +$9.94K +62 +1%
LFS
429
Lutz Financial Services
Nebraska
$728K – – –
RA
430
Rodgers & Associates
Pennsylvania
$726K +$95.7K +597 +15%
FF
431
FourThought Financial
Florida
$726K +$113K +707 +18%
ATPW
432
Ashton Thomas Private Wealth
Arizona
$721K -$1.95M -12,184 -73%
LNC
433
Lincoln National Corp
Pennsylvania
$719K -$708K -4,415 -50%
WF
434
Welch & Forbes
Massachusetts
$716K – – –
PFM
435
Parsec Financial Management
North Carolina
$708K -$5.26K -30 -0.7%
RCM
436
RNC Capital Management
California
$704K – – –
TI
437
Trexquant Investment
Connecticut
$693K -$115K -716 -14%
RZH
438
Relyea Zuckerberg Hanson
Connecticut
$693K -$78.5K -490 -10%
IC
439
Intersect Capital
California
$693K +$63.5K +396 +10%
SWM
440
Spire Wealth Management
Virginia
$685K +$5.61K +35 +0.8%
YWP
441
YorkBridge Wealth Partners
New York
$683K – – –
TNA
442
True North Advisors
Texas
$674K -$7.2K -45 -1%
EC
443
Estate Counselors
Wisconsin
$674K – – –
TPCW
444
TD Private Client Wealth
New York
$672K -$137K -857 -17%
FWP
445
Falcon Wealth Planning
California
$672K +$29.8K +186 +5%
VAS
446
Vestmark Advisory Solutions
Massachusetts
$670K +$344K +2,146 +105%
MFW
447
Mosaic Family Wealth
Missouri
$668K -$5.77K -36 -0.9%
CFA
448
Cahill Financial Advisors
Minnesota
$667K -$9.13K -57 -1%
AFC
449
AFT Forsyth & Company
Florida
$659K -$8.01K -50 -1%
AP
450
Appleton Partners
Massachusetts
$658K +$32.2K +201 +5%
16 17
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