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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 %
SCM
26
Shapiro Capital Management
Georgia
$38.8M 390,337 +298,300 +324%
Truist Financial
27
Truist Financial
North Carolina
$37.4M 376,536 +12,100 +3%
OFG
28
Oxford Financial Group
Indiana
$36.3M 365,642 -14,075 -4%
JRP
29
Jasper Ridge Partners
California
$34.6M 348,703 -42,535 -11%
VNIM
30
Vaughan Nelson Investment Management
Texas
$33.4M 335,850 +93,330 +38%
SMFG
31
Sumitomo Mitsui Financial Group
Japan
$33.1M 333,500 -136,500 -29%
SEI Investments
32
SEI Investments
Pennsylvania
$32.5M 327,121 +94 +0%
EWA
33
EP Wealth Advisors
California
$31.8M 320,607 +182,045 +131%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$29.4M 295,685 -9,387 -3%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$27.9M 281,928 +14,503 +5%
BlackRock
36
BlackRock
New York
$25.2M 254,086 -99,572 -28%
AAP
37
Arax Advisory Partners
Colorado
$24.1M 242,429 +242,018 +58,885%
SI
38
Stephens Inc
Arkansas
$23.9M 240,544 -53,259 -18%
CFM
39
Comprehensive Financial Management
California
$22.9M 230,481 – –
ACB
40
Aristotle Capital Boston
Massachusetts
$21.5M 216,752 -9,599 -4%
WPW
41
Waldron Private Wealth
Pennsylvania
$21.2M 213,820 +7,014 +3%
ANTB
42
AMG National Trust Bank
Colorado
$19.7M 198,740 +2,673 +1%
RJA
43
Raymond James & Associates
Florida
$18.8M 188,842 +2,240 +1%
V
44
Veritable
Delaware
$18.1M 182,583 +2,838 +2%
ZF
45
Zhang Financial
Michigan
$17.8M 178,629 -4,494 -2%
CC
46
Courier Capital
New York
$16.4M 151,865 +5,657 +4%
HighTower Advisors
47
HighTower Advisors
Illinois
$16.2M 163,070 -1,171 -0.7%
BPB
48
Badgley, Phelps & Bell
Washington
$15.6M 157,385 +43,215 +38%
FT
49
Fiduciary Trust
Massachusetts
$15M 151,139 -20,184 -12%
Jacobs Levy Equity Management
50
Jacobs Levy Equity Management
New Jersey
$14.5M 146,160 – –
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