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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 %
Fidelity Investments
176
Fidelity Investments
Massachusetts
$2.72M 27,347 +1,458 +6%
Comerica Bank
177
Comerica Bank
Texas
$2.67M 24,174 -730 -3%
SW
178
SVB Wealth
Massachusetts
$2.56M 25,760 +231 +0.9%
AB
179
Atlas Brown
Kentucky
$2.51M 25,268 +991 +4%
TW
180
Towerpoint Wealth
California
$2.5M 25,192 -3,637 -13%
LSPW
181
Lake Street Private Wealth
Illinois
$2.48M 24,960 +393 +2%
TD Asset Management
182
TD Asset Management
Ontario, Canada
$2.41M 24,252 +384 +2%
CA
183
Cetera Advisors
Colorado
$2.38M 23,986 -934 -4%
AAS
184
Avantax Advisory Services
Texas
$2.35M 23,691 +8,294 +54%
RC
185
Rinet Company
Massachusetts
$2.34M 23,585 -1,710 -7%
Creative Planning
186
Creative Planning
Kansas
$2.34M 23,525 +4,496 +24%
SPIA
187
Steward Partners Investment Advisory
New York
$2.28M 22,963 +675 +3%
OFS
188
Oldfather Financial Services
Nebraska
$2.2M 20,564 +945 +5%
EWM
189
Empirical Wealth Management
Washington
$2.09M 21,042 -100 -0.5%
BMCM
190
Bryn Mawr Capital Management
Pennsylvania
$2.08M 20,955 -1,860 -8%
IP
191
Investment Partners
Ohio
$2.06M 20,720 -224 -1%
HB
192
Homrich & Berg
Georgia
$2.02M 20,344 -46 -0.2%
TYCC
193
Texas Yale Capital Corp
Florida
$2.02M 20,314 -2 -0%
SWM
194
Southern Wealth Management
Texas
$1.98M 19,926 +1,366 +7%
FP
195
Factorial Partners
New York
$1.97M 19,800 – –
FCI
196
Financial Counselors Inc
Kansas
$1.93M 19,398 -1,302 -6%
CCT
197
Country Club Trust
Missouri
$1.91M 19,235 +19,235 New
SQA
198
Simon Quick Advisors
New Jersey
$1.85M 18,657 -1,726 -8%
SBH
199
Segall Bryant & Hamill
Illinois
$1.83M 18,419 -45 -0.2%
Fuller & Thaler Asset Management
200
Fuller & Thaler Asset Management
California
$1.8M 18,122 +13,087 +260%
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