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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 %
Mariner
76
Mariner
Kansas
$20.8M +$9.76M +60,901 +88%
WTC
77
WhitTier Trust Company
Nevada
$20.3M +$653K +4,074 +3%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$20.2M -$17M -104,677 -46%
SF
79
Synovus Financial
Georgia
$20M -$2.62M -16,381 -12%
AIA
80
Angeles Investment Advisors
California
$19.7M -$276M -1,720,362 -93%
JIC
81
Johnson Investment Counsel
Ohio
$19.3M +$113K +708 +0.6%
SPWG
82
Sage Private Wealth Group
Illinois
$19.1M +$309K +1,927 +2%
BU
83
BBVA USA
Alabama
$19M +$550K +3,432 +3%
Citigroup
84
Citigroup
New York
$18.9M -$4.32M -26,934 -19%
SW
85
SVB Wealth
Massachusetts
$18.8M +$7.19M +44,858 +62%
CC
86
Cassaday & Co
Virginia
$18.4M -$1.75M -10,951 -9%
WF
87
WoodTrust Financial
Wisconsin
$18M +$870K +5,428 +5%
AL
88
Aspiriant LLC
California
$17.8M -$3.22M -20,102 -15%
CIBC Private Wealth Group
89
CIBC Private Wealth Group
Georgia
$17.7M -$3.08M -19,212 -15%
MA
90
MUFG Americas
New York
$17.6M -$549K -3,425 -3%
Jacobs Levy Equity Management
91
Jacobs Levy Equity Management
New Jersey
$17.3M – – –
SG Americas Securities
92
SG Americas Securities
New York
$17.2M +$2.43M +15,187 +16%
GW
93
GW & Wade
Massachusetts
$17.1M +$216K +1,346 +1%
FAM
94
Flaharty Asset Management
Florida
$16.9M +$769K +4,800 +5%
DC
95
Derby & Company
Massachusetts
$16M +$442K +2,759 +3%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$15.9M -$4.15M -25,907 -21%
CM
97
Churchill Management
California
$15.8M +$41.2K +257 +0.3%
SCG
98
Sonata Capital Group
Washington
$15M -$5.45K -34 -0%
Barclays
99
Barclays
United Kingdom
$15M -$27.4M -170,996 -65%
F
100
F3Logic
Minnesota
$14.7M +$959K +5,986 +7%
2 3
4
5 6