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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 %
UB
201
UMB Bank
Missouri
$3.95M -$283K -1,765 -7%
Cetera Investment Advisers
202
Cetera Investment Advisers
Illinois
$3.92M -$57.2K -357 -1%
TW
203
Towerpoint Wealth
California
$3.9M -$218K -1,361 -5%
Parallax Volatility Advisers
204
Parallax Volatility Advisers
California
$3.85M +$2.21M +13,804 +135%
IIC
205
Integrated Investment Consultants
Michigan
$3.78M +$145K +998 +4%
WPWM
206
Windward Private Wealth Management
Kansas
$3.59M -$88.5K -552 -2%
CAN
207
Cetera Advisor Networks
California
$3.59M -$24.5M -152,591 -87%
BC
208
Bartlett & Co
Ohio
$3.53M -$1.68M -10,504 -32%
BCWM
209
Bartlett & Co Wealth Management
Ohio
$3.53M -$1.68M -10,504 -32%
SWA
210
Stratos Wealth Advisors
Ohio
$3.53M +$233K +1,452 +7%
TYCC
211
Texas Yale Capital Corp
Florida
$3.41M +$44.1K +275 +1%
HB
212
Homrich & Berg
Georgia
$3.41M -$6.09K -38 -0.2%
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$3.41M +$756K +4,720 +29%
OFS
214
Oldfather Financial Services
Nebraska
$3.38M -$114K -653 -3%
CCT
215
Country Club Trust
Missouri
$3.36M -$70.8K -437 -2%
CWA
216
Cornerstone Wealth Advisors
Minnesota
$3.35M -$92.6K -578 -3%
LSPW
217
Lake Street Private Wealth
Illinois
$3.35M +$146K +909 +5%
GMA
218
Goldstein Munger & Associates
California
$3.23M – – –
TWM
219
Tradition Wealth Management
Minnesota
$3.22M +$1.57M +9,788 +95%
CAS
220
Cascadia Advisory Services
Oregon
$3.14M +$263K +1,643 +9%
GCA
221
Genesee Capital Advisors
New York
$3.13M +$3.13M +19,529 New
CCC
222
Crescent Capital Consulting
Louisiana
$3.13M -$190K -1,184 -6%
SPIA
223
Steward Partners Investment Advisory
New York
$3.08M +$177K +1,103 +6%
RC
224
Rinet Company
Massachusetts
$3.06M -$405K -2,528 -12%
PFA
225
Pettinga Financial Advisors
Indiana
$3.05M +$819K +5,108 +37%
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