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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 %
IFAM
576
Institutional & Family Asset Management
Colorado
$20K 200 – –
MFIMFI
577
Mesirow Financial Investment Management - Fixed Income
Illinois
$20K 205 +205 New
AIC
578
Archer Investment Corporation
Indiana
$19.9K 200 – –
LDFR
579
Lehman & Derafelo Financial Resources
Pennsylvania
$19K 195 – –
BFC
580
Bedel Financial Consulting
Indiana
$18K 180 -57 -24%
CAAS
581
Capital Asset Advisory Services
Michigan
$18K 178 – –
PP
582
PrairieView Partners
Minnesota
$18K 178 – –
TWP
583
TFO Wealth Partners
Ohio
$18K 177 +1 +0.6%
HI
584
Human Investing
Oregon
$16K 166 – –
HDIM
585
Hanson & Doremus Investment Management
Vermont
$15K 151 – –
IRC
586
Investors Research Corp
Georgia
$15K 150 – –
MPCG
587
Matrix Private Capital Group
New York
$14K 141 -359 -72%
BCA
588
Berman Capital Advisors
Georgia
$13K 136 -2 -1%
LGWM
589
Litman Gregory Wealth Management
California
$13K 134 – –
AIA
590
Armor Investment Advisors
North Carolina
$13K 130 – –
HWM
591
HighMark Wealth Management
Minnesota
$11K 107 +1 +0.9%
FFA
592
Founders Financial Alliance
North Carolina
$11K 118 +118 New
EW
593
Element Wealth
Mississippi
$10K 100 – –
RMC
594
Resources Management Corp
Connecticut
$10K 100 – –
BWM
595
BerganKDV Wealth Management
Minnesota
$10K 102 – –
PFGIA
596
Patriot Financial Group Insurance Agency
Massachusetts
$10K 102 – –
MOACM
597
Mutual of America Capital Management
New York
$10K 100 +100 New
CCM
598
Chiron Capital Management
Florida
$10K 100 +100 New
F
599
F3Logic
Minnesota
$9.07K 91,281 -10,074 -10%
SIAS
600
Shine Investment Advisory Services
Colorado
$8K 85 -78 -48%
22 23
24
25 26