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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 %
PB
726
Pinnacle Bancorp
Nebraska
$48K – – –
EWM
727
Evermay Wealth Management
Virginia
$48K – – –
SIC
728
Salem Investment Counselors
North Carolina
$48K +$48K +301 New
PO
729
Private Ocean
California
$47K – – –
CCM
730
Covington Capital Management
California
$46K – – –
FP
731
Financial Perspectives
Minnesota
$46K -$480 -3 -1%
RE
732
RBC Europe
United Kingdom
$42.5K – – –
FWC
733
First Washington Corp
Washington
$42K – – –
SC
734
Solstein Capital
California
$39K -$105K -660 -73%
PMFA
735
Plante Moran Financial Advisors
Michigan
$38K +$11.2K +70 +42%
WBC
736
West Branch Capital
Massachusetts
$37K – – –
First Manhattan
737
First Manhattan
New York
$36K – – –
WWM
738
Wagner Wealth Management
South Carolina
$35K – – –
GWS
739
Glassman Wealth Services
Virginia
$34K -$810 -5 -2%
SFA
740
Semmax Financial Advisors
North Carolina
$34K +$162 +1 +0.5%
CB
741
Community Bank
New York
$33K – – –
FPB
742
First PREMIER Bank
South Dakota
$33K – – –
BFO
743
Biltmore Family Office
North Carolina
$32K – – –
BAM
744
Barrett Asset Management
New York
$32K – – –
MMG
745
Monetary Management Group
Missouri
$32K – – –
PFGIA
746
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$161 +1 +0.5%
LDFR
747
Lehman & Derafelo Financial Resources
Pennsylvania
$31K – – –
PCTC
748
Perkins Coie Trust Company
Washington
$30K -$17.8K -110 -37%
AWM
749
Accel Wealth Management
Iowa
$30K -$4.19K -26 -12%
TAM
750
Tucker Asset Management
Colorado
$27.1K +$27.1K +163 New
28 29
30
31 32