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iShares Russell 2000 Value ETF
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Overview Fund Activity

633 hedge funds and large institutions have $5.59B invested in iShares Russell 2000 Value ETF in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 186 increasing their positions, 256 reducing their positions, and 55 closing their positions.

Holders
633
Holders Change
+3
Holders Change %
+0.48%
% of All Funds
12.81%
Holding in Top 10
32
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+23.08%
% of All Funds
0.65%
New
65
Increased
186
Reduced
256
Closed
55
Calls
$36.2M
Puts
$61.5M
Net Calls
-$25.4M
Net Calls Change
+$1.57B

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$445M
2
SV
2
Starboard Value
New York
$96.9M
3
Bank of America
3
Bank of America
North Carolina
$341M
4
SCM
4
Shapiro Capital Management
Georgia
$38.8M
5
AAP
5
Arax Advisory Partners
Colorado
$24.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$650M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
3
Wells Fargo
3
Wells Fargo
California
$127M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$6.36M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$479M
Name Market Value Shares Shares
Change 		Shares
Change %
JPG
101
Jordan Park Group
California
$6.79M 68,346 -1,134 -2%
A
102
AdvicePeriod
California
$6.55M 65,945 +21,955 +50%
BSW
103
Buckingham Strategic Wealth
Missouri
$6.5M 65,463 -1,932 -3%
KeyBank National Association
104
KeyBank National Association
Ohio
$6.49M 65,383 -5,680 -8%
MCM
105
MAI Capital Management
Ohio
$6.45M 64,974 -2,830 -4%
MWM
106
Modera Wealth Management
New Jersey
$6.43M 64,684 -10,346 -14%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$6.36M 60,806 -206,289 -77%
JIC
108
Johnson Investment Counsel
Ohio
$6.36M 64,043 +2,385 +4%
HWA
109
Hillcrest Wealth Advisors
New Jersey
$6.36M 64,005 +5,425 +9%
SCG
110
Sonata Capital Group
Washington
$6.35M 63,910 +8,805 +16%
CWC
111
Carolinas Wealth Consulting
North Carolina
$6.06M 61,009 -137 -0.2%
SWPG
112
Strategic Wealth Partners Group
Illinois
$5.86M 58,997 -5,929 -9%
FTUS
113
Flow Traders U.S.
New York
$5.83M 58,639 +50,959 +664%
State Street
114
State Street
Massachusetts
$5.77M 58,123 +3,000 +5%
Cambridge Investment Research Advisors
115
Cambridge Investment Research Advisors
Iowa
$5.75M 57,858 -14,710 -20%
BCM
116
Brookstone Capital Management
Illinois
$5.49M 55,241 +21,438 +63%
FWM
117
FSA Wealth Management
Massachusetts
$5.43M 54,660 +7,990 +17%
FPCP
118
Fort Point Capital Partners
California
$5.36M 53,979 +53,979 New
GT
119
Glenmede Trust
Pennsylvania
$5.32M 53,594 +1,485 +3%
FHC
120
First Horizon Corporation
Tennessee
$5.22M 52,531 +52,531 New
KAS
121
Kestra Advisory Services
Texas
$5.19M 52,289 +52,289 New
HIA
122
Harbor Investment Advisory
Maryland
$5.16M 51,945 +3,762 +8%
WCA
123
Windsor Creek Advisors
Vermont
$5.03M 50,650 +32,800 +184%
CWM
124
Chicago Wealth Management
Illinois
$5M 50,289 +50,289 New
3F
125
360 Financial
Minnesota
$4.93M 49,619 +46,049 +1,290%
3 4
5
6 7