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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 %
CG
176
Corundum Group
Colorado
$5.74M – – –
NC
177
Nicholas Company
Wisconsin
$5.64M – – –
WCA
178
Windsor Creek Advisors
Vermont
$5.52M -$1.24M -7,746 -18%
BF
179
BOK Financial
Oklahoma
$5.5M +$5.5M +34,307 New
GWM
180
Geneos Wealth Management
Colorado
$5.27M -$110K -674 -2%
TD Asset Management
181
TD Asset Management
Ontario, Canada
$5.27M +$203K +1,265 +4%
Prudential Financial
182
Prudential Financial
New Jersey
$5.21M +$2.03M +12,692 +64%
PAG
183
Private Advisor Group
New Jersey
$5.11M +$677K +4,224 +15%
TFA
184
Tobias Financial Advisors
Florida
$4.96M +$519K +3,238 +12%
CA
185
Cetera Advisors
Colorado
$4.89M -$422K -2,637 -8%
GLLW
186
Graves Light Lenhart Wealth
Virginia
$4.84M -$340K -2,120 -7%
WSFS
187
Wilmington Savings Fund Society
Delaware
$4.75M -$16.8K -105 -0.4%
OCM
188
One Capital Management
California
$4.73M -$428K -2,672 -8%
ASFA
189
All Season Financial Advisors
Colorado
$4.6M +$4.6M +28,681 New
William Blair & Company
190
William Blair & Company
Illinois
$4.58M +$194K +1,213 +4%
Creative Planning
191
Creative Planning
Kansas
$4.5M -$544K -3,395 -11%
EWM
192
Empirical Wealth Management
Washington
$4.4M +$1.07M +6,694 +32%
GIA
193
GHP Investment Advisors
Colorado
$4.4M +$9.61K +60 +0.2%
XF
194
XML Financial
Maryland
$4.35M +$114K +714 +3%
UAS
195
United Asset Strategies
New York
$4.26M +$166K +1,034 +4%
NC
196
NovaPoint Capital
Georgia
$4.14M +$16.3K +102 +0.4%
FIG
197
FundX Investment Group
California
$4.1M -$410K -2,556 -9%
RFWA
198
RPg Family Wealth Advisory
Massachusetts
$4.1M +$32.5K +203 +0.8%
AB
199
Atlas Brown
Kentucky
$4.06M -$73.7K -460 -2%
SWM
200
Southern Wealth Management
Texas
$3.98M – – –
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