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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 %
Brown Advisory
51
Brown Advisory
Maryland
$14.5M 145,969 +22,359 +18%
DCM
52
Dupont Capital Management
Delaware
$14M 141,322 – –
DPIM
53
Duff & Phelps Investment Management
Illinois
$13.6M 137,240 – –
CCFM
54
Clear Creek Financial Management
Washington
$13.1M 131,890 +131,890 New
RJFSA
55
Raymond James Financial Services Advisors
Florida
$12.9M 129,961 -17,040 -12%
BWM
56
Baystate Wealth Management
Massachusetts
$12.9M 129,524 -4,526 -3%
CL
57
Choreo LLC
Illinois
$12.7M 127,476 +4,033 +3%
Osaic Holdings
58
Osaic Holdings
Arizona
$12.4M 124,572 +3,729 +3%
Ameriprise
59
Ameriprise
Minnesota
$12.3M 124,303 +10,730 +9%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$12.1M 121,825 +52,047 +75%
CC
61
Cassaday & Co
Virginia
$12M 121,054 -1,975 -2%
AF
62
Allworth Financial
California
$11.7M 117,430 +1,007 +0.9%
BIM
63
Bridges Investment Management
Nebraska
$11.4M 114,403 -1,375 -1%
MA
64
MUFG Americas
New York
$11.4M 114,405 -556 -0.5%
BUB
65
BBVA USA Bancshares
Texas
$11.1M 111,981 -8,826 -7%
WF
66
WoodTrust Financial
Wisconsin
$10.8M 109,084 +3,232 +3%
AF
67
Alerus Financial
North Dakota
$10.6M 106,715 +4,908 +5%
AL
68
Aspiriant LLC
California
$10.3M 104,010 -3,869 -4%
AllianceBernstein
69
AllianceBernstein
Tennessee
$9.97M 100,389 +48,384 +93%
Kayne Anderson Rudnick Investment Management
70
Kayne Anderson Rudnick Investment Management
California
$9.87M 99,358 +37,321 +60%
CAM
71
Crestone Asset Management
Colorado
$9.84M 99,025 -1,372 -1%
WT
72
Whittier Trust
California
$9.76M 98,281 -850 -0.9%
Franklin Resources
73
Franklin Resources
California
$9.56M 96,227 -9,966 -9%
TSW
74
Thompson Siegel & Walmsley
Virginia
$9.42M 94,855 -10,060 -10%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$9.34M 93,985 -3,312 -3%
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3
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