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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 %
LWA
776
Lowe Wealth Advisors
Maryland
$14K – – –
MOACM
777
Mutual of America Capital Management
New York
$14K – – –
OIA
778
Optimum Investment Advisors
Illinois
$14K +$12.7K +80 +1,000%
CT
779
Clearstead Trust
Maine
$14K +$14K +90 New
JCM
780
Jacobi Capital Management
Pennsylvania
$13K – – –
RDFA
781
Ritter Daniher Financial Advisory
Ohio
$13K – – –
BMD
782
Better Money Decisions
New Mexico
$13K +$165 +1 +1%
SCA
783
Stonebridge Capital Advisors
Minnesota
$12K -$480 -3 -4%
AIM
784
Arcadia Investment Management
Michigan
$12K – – –
PP
785
PrairieView Partners
Minnesota
$12K – – –
FFA
786
Founders Financial Alliance
North Carolina
$11K – – –
GWSG
787
GPS Wealth Strategies Group
Colorado
$11K – – –
LS
788
Leelyn Smith
Illinois
$11K – – –
CFA
789
Carroll Financial Associates
North Carolina
$11K – – –
BCV
790
Banque Cantonale Vaudoise
Switzerland
$11K +$11K +71 New
CIAS
791
Capital Investment Advisory Services
North Carolina
$10K – – –
AWM
792
Activest Wealth Management
Florida
$9K – – –
HFS
793
Hantz Financial Services
Michigan
$9K +$8.38K +54 +1,350%
COCM
794
Charter Oak Capital Management
New Hampshire
$8K – – –
TRCT
795
Tower Research Capital (TRC)
New York
$7K -$6.59M -40,491 -100%
FA
796
Faithward Advisors
Pennsylvania
$7K – – –
GEA
797
Glen Eagle Advisors
New Jersey
$6.73K – – –
ARMC
798
American Research & Management Company
Massachusetts
$6K – – –
IF
799
Ironwood Financial
Arizona
$6K – – –
LWM
800
Liberty Wealth Management
California
$6K – – –
30 31
32
33 34