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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 %
WB
151
WesBanco Bank
West Virginia
$3.53M 35,577 +2,035 +6%
William Blair & Company
152
William Blair & Company
Illinois
$3.51M 35,365 -2,327 -6%
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$3.51M 35,333 -2,530 -7%
BF
154
BOK Financial
Oklahoma
$3.49M 35,158 +80 +0.2%
WIC
155
Whitegate Investment Counselors
New Hampshire
$3.44M 34,583 -775 -2%
B
156
Bailard
California
$3.39M 34,097 -244 -0.7%
WWM
157
Windsor Wealth Management
Indiana
$3.35M 31,112 -5,169 -14%
RA
158
Royce & Associates
New York
$3.34M 33,600 -12,000 -26%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$3.33M 33,481 +1,643 +5%
CCP
160
Corient Capital Partners
California
$3.33M 33,483 +1,982 +6%
OCM
161
One Capital Management
California
$3.26M 32,772 -362 -1%
PCWA
162
Pacific Capital Wealth Advisors
California
$3.23M 32,509 +32,509 New
Stifel Financial
163
Stifel Financial
Missouri
$3.2M 32,238 -5,586 -15%
IA
164
Independence Advisors
Pennsylvania
$3.19M 32,066 +170 +0.5%
MCWS
165
McKinley Carter Wealth Services
West Virginia
$3.08M 31,020 +31,020 New
PSUF
166
People's United Financial
Connecticut
$3.08M 30,966 +434 +1%
GLLW
167
Graves Light Lenhart Wealth
Virginia
$3.04M 30,638 +725 +2%
Pzena Investment Management
168
Pzena Investment Management
New York
$3M 30,190 +30,190 New
TFA
169
Tobias Financial Advisors
Florida
$2.98M 29,974 +3,911 +15%
GIA
170
GHP Investment Advisors
Colorado
$2.97M 29,869 +51 +0.2%
IIC
171
Integrated Investment Consultants
Michigan
$2.89M 29,133 -7,172 -20%
PAG
172
Private Advisor Group
New Jersey
$2.88M 29,144 -2,183 -7%
RWG
173
Regal Wealth Group
California
$2.79M 28,124 +90 +0.3%
UB
174
UMB Bank
Missouri
$2.77M 28,397 – –
PPA
175
Parametric Portfolio Associates
Washington
$2.75M 27,652 +27,652 New
5 6
7
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