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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 %
CDIA
101
Capital Directions Investment Advisors
Georgia
$14.6M -$298K -1,857 -2%
CAM
102
Crestone Asset Management
Colorado
$14.4M +$59.8K +373 +0.4%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$14M +$88.3K +551 +0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
104
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14M +$1.97M +12,300 +16%
AllianceBernstein
105
AllianceBernstein
Tennessee
$14M -$4.38M -27,343 -24%
BIM
106
Bridges Investment Management
Nebraska
$13.5M – – –
CWM
107
Concentric Wealth Management
California
$13.5M +$344K +2,150 +3%
Franklin Resources
108
Franklin Resources
California
$13.3M -$690K -4,307 -5%
TSW
109
Thompson Siegel & Walmsley
Virginia
$13.2M +$537K +3,354 +4%
PIA
110
Powell Investment Advisors
Florida
$13M -$213K -1,328 -2%
HSBC Holdings
111
HSBC Holdings
United Kingdom
$12.4M -$1.25M -7,784 -9%
CP
112
Covenant Partners
Tennessee
$12.3M -$581K -3,625 -5%
Qube Research & Technologies (QRT)
113
Qube Research & Technologies (QRT)
United Kingdom
$12.1M +$12.1M +75,774 New
PFA
114
Paradigm Financial Advisors
Missouri
$12M -$1.28M -7,971 -10%
MGIA
115
Moneta Group Investment Advisors
Missouri
$11.9M +$265K +1,652 +2%
MML Investors Services
116
MML Investors Services
Massachusetts
$11.8M +$19.1K +119 +0.2%
FHA
117
First Horizon Advisors
Tennessee
$11.8M +$10.5M +65,501 +784%
JIR
118
James Investment Research
Ohio
$11.5M -$11.9M -73,977 -51%
HWA
119
Hillcrest Wealth Advisors
New Jersey
$11.2M +$673K +4,199 +6%
AA
120
AlphaMark Advisors
Kentucky
$11.2M +$467K +2,913 +4%
LFWA
121
LBJ Family Wealth Advisors
Texas
$11.2M – – –
Stifel Financial
122
Stifel Financial
Missouri
$11.2M -$257K -1,602 -2%
SAM
123
Silvercrest Asset Management
New York
$11.2M +$4.6M +28,718 +70%
BCM
124
Brookstone Capital Management
Illinois
$11M +$444K +2,704 +4%
MWM
125
Modera Wealth Management
New Jersey
$10.9M -$1.91M -11,938 -15%
3 4
5
6 7