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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 %
Luther King Capital Management (LKCM)
551
Luther King Capital Management (LKCM)
Texas
$340K -$351K – –
SFP
552
Shepherd Financial Partners
Massachusetts
$339K +$339K +2,115 New
HR
553
Howe & Rusling
New York
$338K -$9.94K -62 -3%
ADL
554
Asset Dedication LLC
California
$337K +$16.7K +105 +5%
BRWM
555
B. Riley Wealth Management
Tennessee
$335K +$335K +2,091 New
BIC
556
Beach Investment Counsel
Pennsylvania
$333K – – –
MCM
557
Manchester Capital Management
Vermont
$333K – – –
BF
558
Blankinship & Foster
California
$331K – – –
VCA
559
Verdence Capital Advisors
Maryland
$330K -$300K -1,874 -48%
AIM
560
Allen Investment Management
New York
$327K – – –
1IA
561
1834 Investment Advisors
Wisconsin
$327K – – –
PA
562
Procyon Advisors
Connecticut
$326K -$240K -1,500 -42%
SWP
563
Summit Wealth Partners
Florida
$323K +$11.7K +73 +4%
MOS
564
MGO One Seven
Ohio
$323K +$323K +1,943 New
SW
565
SteelPeak Wealth
California
$321K – – –
LFG
566
Larson Financial Group
Missouri
$320K +$33.6K +210 +12%
ML
567
McAdam LLC
Pennsylvania
$317K -$11.6K -72 -4%
NB
568
NBT Bank
New York
$313K – – –
TW
569
TrinityPoint Wealth
Connecticut
$310K +$75.3K +470 +32%
GGS
570
Galvin Gaustad & Stein
Arizona
$309K -$3.21K -20 -1%
TI
571
Truepoint Inc
Ohio
$308K +$8.48K +53 +3%
NRI
572
NFP Retirement Inc
California
$308K +$5.93K +37 +2%
EIP
573
Ellis Investment Partners
Pennsylvania
$307K +$1.44K +9 +0.5%
RFA
574
Reilly Financial Advisors
California
$301K -$66K -412 -18%
Wealthfront Advisers
575
Wealthfront Advisers
California
$301K +$301K +1,880 New
21 22
23
24 25