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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
1
Alaska Permanent Fund
Alaska
$387M
2
JHU
2
Johns Hopkins University
Maryland
$136M
3
Bank of America
3
Bank of America
North Carolina
$1.32B
4
PPA
4
Parametric Portfolio Associates
Washington
$81.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$136M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$19.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$47.2M
3
AP
3
Advisors Preferred
Maryland
$0
4
SRA
4
Summit Rock Advisors
New York
$66.3M
5
Barclays
5
Barclays
United Kingdom
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPCG
676
Matrix Private Capital Group
New York
$165K – – –
WT
677
Washington Trust
Rhode Island
$163K – – –
MFA
678
McClarren Financial Advisors
Pennsylvania
$162K +$797 +5 +0.5%
CWM
679
Cranbrook Wealth Management
Michigan
$153K – – –
AFS
680
Annapolis Financial Services
Maryland
$148K +$642 +4 +0.4%
FWM
681
Filbrandt Wealth Management
Wisconsin
$144K – – –
AWM
682
Avior Wealth Management
Nebraska
$141K +$2.07K +13 +1%
AA
683
Addison Advisors
Vermont
$136K – – –
WFA
684
WestHill Financial Advisors
California
$134K +$134K +835 New
RTL
685
Red Tortoise LLC
Georgia
$128K +$128K +992 New
GAM
686
Gemmer Asset Management
California
$124K – – –
IBOK
687
Independence Bank of Kentucky
Kentucky
$124K – – –
BCM
688
Bourgeon Capital Management
Connecticut
$121K – – –
AWM
689
Atticus Wealth Management
Florida
$114K – – –
SMA
690
Sage Mountain Advisors
Georgia
$114K – – –
OC
691
Oakworth Capital
Alabama
$113K – – –
SC
692
SouthState Corp
Florida
$112K – – –
RBC
693
Roble Belko & Company
Pennsylvania
$109K – – –
WPA
694
West Paces Advisors
Georgia
$104K – – –
CBT
695
CoreFirst Bank & Trust
Kansas
$103K – – –
SWM
696
Sugarloaf Wealth Management
Georgia
$102K – – –
Vontobel Holding
697
Vontobel Holding
Switzerland
$101K – – –
EW
698
Evoke Wealth
California
$100K +$160 +1 +0.2%
IFAM
699
Institutional & Family Asset Management
Colorado
$98K – – –
RP
700
Rice Partnership
Hawaii
$93K +$12.7K +79 +16%
26 27
28
29 30