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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
Alaska Permanent Fund
Alaska
$387M
2
JHU
Johns Hopkins University
Maryland
$136M
3
Bank of America
Bank of America
North Carolina
$1.32B
4
PPA
Parametric Portfolio Associates
Washington
$81.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$136M

Top Sellers

1
AIA
Angeles Investment Advisors
California
$19.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$47.2M
3
AP
Advisors Preferred
Maryland
$0
4
SRA
Summit Rock Advisors
New York
$66.3M
5
Barclays
Barclays
United Kingdom
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTS
126
Round Table Services
New Jersey
$10.9M +$1.57M +9,805 +17%
RM
127
Resource Management
Louisiana
$10.6M +$10.1K +63 +0.1%
TAM
128
Tocqueville Asset Management
New York
$10.5M +$54.5K +340 +0.5%
IFA
129
Interactive Financial Advisors
Illinois
$10.2M -$201K -1,254 -2%
JPG
130
Jordan Park Group
California
$10M +$10M +62,683 New
AF
131
Allworth Financial
California
$9.76M -$267K -1,668 -3%
CS
132
Credit Suisse
Switzerland
$9.71M +$6.22M +38,779 +178%
KeyBank National Association
133
KeyBank National Association
Ohio
$9.62M -$47.6K -297 -0.5%
SWPG
134
Strategic Wealth Partners Group
Illinois
$9.45M +$9.45M +58,971 New
OFG
135
Oxford Financial Group
Indiana
$9.42M -$8.61M -53,750 -48%
CWC
136
Carolinas Wealth Consulting
North Carolina
$9.35M -$451K -2,813 -5%
HIA
137
Harbor Investment Advisory
Maryland
$9.02M +$5.45K +34 +0.1%
3F
138
360 Financial
Minnesota
$8.98M +$241K +1,507 +3%
KAS
139
Kestra Advisory Services
Texas
$8.88M -$931K -5,813 -9%
CWM
140
Chicago Wealth Management
Illinois
$8.82M +$70.3K +439 +0.8%
FPCP
141
Fort Point Capital Partners
California
$8.48M -$6.07M -37,891 -42%
GT
142
Glenmede Trust
Pennsylvania
$8.31M +$33.2K +207 +0.4%
BSW
143
Buckingham Strategic Wealth
Missouri
$8.3M +$602K +3,758 +8%
SC
144
Sierra Capital
Florida
$8M +$4.99K +30 +0.1%
RCP
145
Rothschild Capital Partners
New York
$7.69M +$6.89K +43 +0.1%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$7.67M +$700K +4,370 +10%
IFO
147
Independent Family Office
New York
$7.53M -$36.2K -226 -0.5%
PSUF
148
People's United Financial
Connecticut
$7.47M -$15.5K -97 -0.2%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$7.32M +$950K +5,930 +15%
RWG
150
Regal Wealth Group
California
$7.29M +$17.8K +111 +0.2%
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