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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 %
RIA
651
Regal Investment Advisors
Michigan
– – -4,605 Closed
VFP
652
Verus Financial Partners
Virginia
– – -4,554 Closed
VWA
653
V Wealth Advisors
Kansas
– – -4,080 Closed
AMCA
654
Arthur M. Cohen & Associates
Illinois
– – -3,755 Closed
NWP
655
Northstar Wealth Partners
Connecticut
– – -3,525 Closed
DWM
656
Darwin Wealth Management
Florida
– – -3,397 Closed
WA
657
WealthTrust Axiom
Pennsylvania
– – -3,355 Closed
BC
658
Burney Company
Virginia
– – -3,223 Closed
G
659
GenTrust
Florida
– – -2,816 Closed
LSA
660
L & S Advisors
California
– – -2,780 Closed
IMOV
661
Investment Management of Virginia
Virginia
– – -2,700 Closed
WG
662
Watchman Group
Texas
– – -2,630 Closed
FC
663
Ferris Capital
Massachusetts
– – -2,421 Closed
QC
664
QCM Cayman
Texas
– – -2,302 Closed
SG
665
StoneX Group
New York
– – -2,266 Closed
Marshall Wace
666
Marshall Wace
United Kingdom
– – -2,213 Closed
SKK
667
Shepherd Kaplan Krochuk
Massachusetts
– – -2,200 Closed
CWS
668
Cypress Wealth Services
California
– – -2,195 Closed
WPC
669
Waters Parkerson & Co
Louisiana
– – -2,100 Closed
KWM
670
Kingsview Wealth Management
Oregon
– – -2,098 Closed
FFN
671
Focus Financial Network
Minnesota
– – -2,069 Closed
FANJ
672
Financial Architects (New Jersey)
New Jersey
– – -1,750 Closed
PA
673
Procyon Advisors
Connecticut
– – -1,400 Closed
CG
674
Cutler Group
California
– – -700 Closed
AIM
675
Axiom Investment Management
New York
– – -657 Closed
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