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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 %
Morgan Stanley
1
Morgan Stanley
New York
$650M 6,540,529 -1,303,619 -17%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$479M 4,936,658 -177,565 -3%
APF
3
Alaska Permanent Fund
Alaska
$445M 4,478,190 +3,441,697 +332%
Bank of America
4
Bank of America
North Carolina
$341M 3,432,683 +390,074 +13%
TF
5
TIAA FSB
Florida
$265M 2,666,794 +44,950 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$149M 1,503,681 +36,933 +3%
Goldman Sachs
7
Goldman Sachs
New York
$148M 1,487,471 +69,341 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$143M 1,443,273 -2,859 -0.2%
Wells Fargo
9
Wells Fargo
California
$127M 1,277,785 -360,547 -22%
Betterment LLC
10
Betterment LLC
New York
$119M 1,202,096 +10,144 +0.9%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$113M 1,132,834 -23,375 -2%
SV
12
Starboard Value
New York
$96.9M 975,777 +640,777 +191%
SF
13
Synovus Financial
Georgia
$84.9M 854,536 +11,005 +1%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$80.8M 813,631 -127,394 -14%
UBS Group
15
UBS Group
Switzerland
$78.8M 793,339 -4,394 -0.6%
DADC
16
D.A. Davidson & Co
Montana
$78M 784,853 +8,940 +1%
Northern Trust
17
Northern Trust
Illinois
$69.6M 701,028 -208 -0%
M&T Bank
18
M&T Bank
New York
$68M 684,120 -61,661 -8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$63.7M 641,595 +122,150 +24%
Victory Capital Management
20
Victory Capital Management
Texas
$61.3M 617,480 -3,551 -0.6%
ECM
21
ETrade Capital Management
Virginia
$55.4M 557,309 -13,068 -2%
LPL Financial
22
LPL Financial
California
$51.7M 520,088 +41,484 +9%
SGAM
23
Stephens Group Asset Management
Arkansas
$43.7M 439,625 +7,322 +2%
US Bancorp
24
US Bancorp
Minnesota
$41M 412,411 +39,686 +11%
CB
25
Commerce Bank
Missouri
$40.1M 403,577 +2,825 +0.7%
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