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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
$387M
2
JHU
Johns Hopkins University
Maryland
$136M
3
Bank of America
Bank of America
North Carolina
$1.32B
4
PPA
Parametric Portfolio Associates
Washington
$81.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$136M

Top Sellers

1
AIA
Angeles Investment Advisors
California
$19.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$47.2M
3
AP
Advisors Preferred
Maryland
$0
4
SRA
Summit Rock Advisors
New York
$66.3M
5
Barclays
Barclays
United Kingdom
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
526
D.J. St. Germain
Massachusetts
$411K +$13.1K +82 +3%
HF
527
Halpern Financial
Virginia
$410K -$6.09K -38 -1%
CS
528
Cannell & Spears
New York
$410K -$64.9K -405 -14%
Bank Julius Baer & Co
529
Bank Julius Baer & Co
Switzerland
$401K +$401K +2,500 New
KFI
530
Key Financial Inc
Pennsylvania
$397K – – –
WWM
531
Wolff Wiese Magana
California
$394K +$31K +194 +9%
CPIG
532
Chicago Partners Investment Group
Illinois
$390K +$1.05K +6 +0.3%
PWM
533
PRW Wealth Management
Massachusetts
$378K +$378K +2,359 New
CS
534
Capital Square
Tennessee
$377K – – –
CIR
535
Clear Investment Research
Georgia
$376K +$4.32K +27 +1%
CHP
536
Cable Hill Partners
Oregon
$374K – – –
MMA
537
Miracle Mile Advisors
California
$368K – – –
FFBTD
538
First Financial Bank - Trust Division
Ohio
$367K -$16K -100 -4%
MFS
539
McNamara Financial Services
Massachusetts
$364K – – –
QCM
540
Quest Capital Management
Texas
$356K – – –
CAM
541
Cozad Asset Management
Illinois
$355K -$6.74K -42 -2%
CHJWM
542
Carlton Hofferkamp & Jenks Wealth Management
Texas
$354K -$39.8K -225 -10%
SIM
543
Stratos Investment Management
Ohio
$354K +$354K +2,209 New
KWM
544
Kingsview Wealth Management
Oregon
$352K -$480 -3 -0.1%
T
545
TNF
Montana
$348K +$348K +2,126 New
EFSCE
546
Enterprise Financial Services Corp (EFSC)
Missouri
$344K +$344K +2,150 New
PAM
547
Palisade Asset Management
Minnesota
$343K – – –
VFIC
548
Valley Forge Investment Consultants
Pennsylvania
$343K – – –
WFA
549
Wipfli Financial Advisors
Wisconsin
$342K +$27.2K +170 +9%
FG
550
Foster Group
Iowa
$340K -$10.4K -65 -3%
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