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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 %
CWM
501
Cahaba Wealth Management
Georgia
$488K +$2.08K +13 +0.4%
TWP
502
Total Wealth Planning
Ohio
$486K +$26.6K +166 +6%
BOS
503
Bingham Osborn & Scarborough
California
$483K -$12K -75 -2%
MWM
504
Merriman Wealth Management
Washington
$483K -$11.4K -71 -2%
DT
505
Diversified Trust
Tennessee
$482K +$182K +1,135 +61%
KMWM
506
Keudell/Morrison Wealth Management
Oregon
$481K – – –
PWM
507
Paulson Wealth Management
Illinois
$477K – – –
Deutsche Bank
508
Deutsche Bank
Germany
$473K +$278K +1,734 +143%
SCA
509
St. Clair Advisors
Ohio
$471K – – –
DTC
510
Davidson Trust Company
Washington
$469K +$72.7K +455 +18%
OBGC
511
O'Brien Greene & Co
Pennsylvania
$461K – – –
LFF
512
Level Four Financial
Texas
$461K +$8K +50 +2%
VWA
513
V Wealth Advisors
Kansas
$457K -$16.8K -105 -4%
WI
514
Wedgewood Investors
Pennsylvania
$450K -$13.6K -85 -3%
HCM
515
Hollencrest Capital Management
California
$449K – – –
APW
516
Austin Private Wealth
Texas
$446K -$4.17K -26 -0.9%
IWP
517
Icon Wealth Partners
Texas
$441K +$641 +4 +0.1%
ASN
518
Advisory Services Network
Georgia
$441K +$142K +884 +47%
CFG
519
Citizens Financial Group
Rhode Island
$439K +$91.8K +573 +26%
IAIM
520
International Assets Investment Management
Florida
$433K +$29K +181 +7%
FCA
521
FinTrust Capital Advisors
South Carolina
$432K -$6.09K -38 -1%
MWP
522
MYCIO Wealth Partners
Pennsylvania
$430K – – –
SFM
523
Systematic Financial Management
New Jersey
$426K +$210K +1,309 +97%
PRWA
524
Platte River Wealth Advisors
Colorado
$413K +$73.6K +460 +22%
DY
525
Dowling & Yahnke
California
$412K +$160 +1 +0%
19 20
21
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