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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 %
TFGT
701
TS Financial Group (TSFG)
Illinois
$91K -$956 -6 -1%
LIA
702
LS Investment Advisors
Michigan
$88K – – –
TIM
703
Tortoise Investment Management
New York
$88K – – –
TWP
704
TFO Wealth Partners
Ohio
$88K +$16.2K +101 +22%
FWM
705
Focused Wealth Management
New York
$82K -$11.2K -70 -12%
CB
706
CNB Bank
Pennsylvania
$80K +$15K +94 +23%
CFD
707
Creative Financial Designs
Indiana
$77K -$14.2K -89 -16%
NFSG
708
Newbridge Financial Services Group
Florida
$74K -$143K -887 -66%
TC
709
Truvestments Capital
Florida
$72K – – –
EK
710
Evensky & Katz
Florida
$71K – – –
APC
711
Aspire Private Capital
North Carolina
$71K – – –
VCM
712
Vigilant Capital Management
Maine
$69K +$69K +432 New
MG
713
MilWealth Group
Wisconsin
$66.9K – – –
Koshinski Asset Management
714
Koshinski Asset Management
Illinois
$66.2K +$66.2K +413 New
KTC
715
Kistler-Tiffany Companies
Pennsylvania
$66K – – –
BFC
716
Bedel Financial Consulting
Indiana
$65K +$1.6K +10 +3%
BWA
717
BDO Wealth Advisors
Florida
$63K – – –
PCG
718
Private Capital Group
Connecticut
$62K – – –
CCA
719
Column Capital Advisors
Indiana
$58K – – –
CPC
720
Consolidated Planning Corp
Georgia
$57K +$57K +356 New
BA
721
Ballast Advisors
Minnesota
$54K – – –
AIC
722
Archer Investment Corporation
Indiana
$53.4K +$53.4K +333 New
CTC
723
Central Trust Company
Missouri
$53K – – –
MAM
724
Marquette Asset Management
Minnesota
$52K – – –
SIM
725
Sonora Investment Management
Arizona
$49K +$18.8K +116 +62%
27 28
29
30 31