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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 %
LFAS
851
Level Four Advisory Services
Texas
– -$833K -5,028 Closed
CS
852
Comerica Securities
Michigan
– -$762K -4,595 Closed
JWCA
853
J.W. Cole Advisors
Florida
– -$758K -4,576 Closed
MSA
854
Marino Stram & Associates
Massachusetts
– -$707K -4,263 Closed
TA
855
Tiedemann Advisors
New York
– -$595K -3,593 Closed
CWA
856
Capital Wealth Alliance
Arizona
– -$498K -3,260 Closed
Walleye Trading
857
Walleye Trading
New York
– -$481K -2,899 Closed
FC
858
Ferris Capital
Massachusetts
– -$476K -2,870 Closed
BFM
859
Boothbay Fund Management
New York
– -$461K -2,779 Closed
BFA
860
Benedict Financial Advisors
Georgia
– -$368K -2,219 Closed
QC
861
QCM Cayman
Texas
– -$320K -1,930 Closed
RFM
862
Royal Fund Management
Florida
– -$284K -1,716 Closed
IFWM
863
Institute for Wealth Management
Colorado
– -$267K -1,611 Closed
ARC
864
Advisor Resource Council
Texas
– -$266K -1,607 Closed
HR
865
Hayden Royal
North Carolina
– -$258K -1,554 Closed
MIA
866
MainStreet Investment Advisors
Illinois
– -$255K -1,539 Closed
LB
867
Leo Brokerage
Texas
– -$254K -1,535 Closed
SSCA
868
South Shore Capital Advisors
Massachusetts
– -$249K -1,500 Closed
IMOV
869
Investment Management of Virginia
Virginia
– -$249K -1,500 Closed
JSAM
870
J. Safra Asset Management
New York
– -$199K -1,435 Closed
BA
871
Ballew Advisors
Mississippi
– -$221K -1,377 Closed
FPCG
872
Fort Pitt Capital Group
Pennsylvania
– -$225K -1,356 Closed
WP
873
WealthShield Partners
North Carolina
– -$220K -1,325 Closed
RCAMU
874
Rothschild & Co Asset Management US
Connecticut
– -$216K -1,306 Closed
WCG
875
Weaver Consulting Group
California
– -$211K -1,274 Closed
32 33 34
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