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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.

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
1
Alaska Permanent Fund
Alaska
$387M
2
JHU
2
Johns Hopkins University
Maryland
$136M
3
Bank of America
3
Bank of America
North Carolina
$1.32B
4
PPA
4
Parametric Portfolio Associates
Washington
$81.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$136M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$19.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$47.2M
3
AP
3
Advisors Preferred
Maryland
$0
4
SRA
4
Summit Rock Advisors
New York
$66.3M
5
Barclays
5
Barclays
United Kingdom
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.32B 8,228,515 +588,547 +8%
Morgan Stanley
2
Morgan Stanley
New York
$1.14B 7,135,965 +26,407 +0.4%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$737M 4,581,978 +186,193 +4%
TF
4
TIAA FSB
Florida
$567M 3,538,467 +163,875 +5%
Wells Fargo
5
Wells Fargo
California
$541M 3,373,719 -27,260 -0.8%
APF
6
Alaska Permanent Fund
Alaska
$387M 2,412,211 +1,188,477 +97%
RBA
7
Richard Bernstein Advisors
New York
$318M 1,982,420 +106,233 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$271M 1,689,259 +42,131 +3%
Ameriprise
9
Ameriprise
Minnesota
$266M 1,660,307 -53,701 -3%
Goldman Sachs
10
Goldman Sachs
New York
$225M 1,405,499 +135,405 +11%
Betterment LLC
11
Betterment LLC
New York
$180M 1,125,796 +71,668 +7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$172M 1,075,511 +14,963 +1%
UBS Group
13
UBS Group
Switzerland
$162M 1,011,468 -22,783 -2%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$151M 940,369 -49,054 -5%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$141M 879,950 +17,503 +2%
JHU
16
Johns Hopkins University
Maryland
$136M 849,284 +849,284 New
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$136M 847,398 +422,221 +99%
Northern Trust
18
Northern Trust
Illinois
$134M 834,505 -3,097 -0.4%
DADC
19
D.A. Davidson & Co
Montana
$133M 831,196 +22,797 +3%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$113M 1,132,834 +359,328 +46%
LPL Financial
21
LPL Financial
California
$106M 658,972 +20,528 +3%
M&T Bank
22
M&T Bank
New York
$103M 643,919 +20,182 +3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$96.4M 601,909 +11,705 +2%
Victory Capital Management
24
Victory Capital Management
Texas
$93.4M 582,712 +75,812 +15%
B
25
Bailard
California
$86.5M 539,693 +894 +0.2%
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