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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.

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 %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$36.9M +$267K +1,666 +0.7%
CFM
52
Comprehensive Financial Management
California
$36.9M – – –
SGAM
53
Stephens Group Asset Management
Arkansas
$35.1M +$109K +680 +0.3%
HighTower Advisors
54
HighTower Advisors
Illinois
$33.7M +$945K +5,900 +3%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$33.1M +$834K +5,206 +3%
V
56
Veritable
Delaware
$32.7M -$96.3K -601 -0.3%
MCM
57
MAI Capital Management
Ohio
$32.3M +$1.62M +10,089 +5%
WPW
58
Waldron Private Wealth
Pennsylvania
$28.7M -$1.13M -7,041 -4%
HSA
59
HBK Sorce Advisory
Pennsylvania
$28.6M +$1.66M +10,357 +6%
ACB
60
Aristotle Capital Boston
Massachusetts
$26.7M -$160K -1,001 -0.6%
SI
61
Stephens Inc
Arkansas
$26.2M -$575K -3,586 -2%
Osaic Holdings
62
Osaic Holdings
Arizona
$25.3M -$24.8M -154,956 -50%
AI
63
Accredited Investors
Minnesota
$25.2M +$1.59M +9,941 +7%
Kayne Anderson Rudnick Investment Management
64
Kayne Anderson Rudnick Investment Management
California
$25.1M +$11M +68,525 +78%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$24.6M -$1.13M -7,041 -4%
VI
66
Vestcor Inc
New Brunswick, Canada
$23.6M +$23.6M +147,100 New
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$23.6M +$862K +5,378 +4%
CC
68
Courier Capital
New York
$23.5M -$347K -2,168 -1%
SCM
69
Shapiro Capital Management
Georgia
$23.1M -$13.1M -81,690 -36%
MCWS
70
McKinley Carter Wealth Services
West Virginia
$22.8M +$2.13M +13,275 +10%
ZF
71
Zhang Financial
Michigan
$22.7M -$531K -3,313 -2%
CL
72
Choreo LLC
Illinois
$22.2M -$81.4K -508 -0.4%
DPIM
73
Duff & Phelps Investment Management
Illinois
$22.2M – – –
SEM
74
Strategic Equity Management
Arizona
$21.1M +$591K +3,686 +3%
FT
75
Fiduciary Trust
Massachusetts
$20.9M -$1.67M -10,426 -7%
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