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iShares Russell 2000 Value ETF
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Overview Fund Activity

767 hedge funds and large institutions have $8.54B invested in iShares Russell 2000 Value ETF in 2020 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 265 increasing their positions, 196 reducing their positions, and 41 closing their positions.

Holders
767
Holders Change
+134
Holders Change %
+21.17%
% of All Funds
13.61%
Holding in Top 10
44
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+37.5%
% of All Funds
0.78%
New
187
Increased
265
Reduced
196
Closed
41
Calls
$140M
Puts
$177M
Net Calls
-$37.1M
Net Calls Change
-$11.7M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$154M
2
Morgan Stanley
2
Morgan Stanley
New York
$997M
3
Bank of America
3
Bank of America
North Carolina
$587M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$122M
5
RBA
5
Richard Bernstein Advisors
New York
$80.4M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$488M
2
SV
2
Starboard Value
New York
$44.5M
3
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$0
4
SF
4
Synovus Financial
Georgia
$84.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$174M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$2.56M 19,405 -3,558 -15%
UR
227
USCA RIA
Texas
$2.55M 19,375 +19,375 New
FCI
228
Financial Counselors Inc
Kansas
$2.53M 19,171 -227 -1%
LBC
229
Lowe Brockenbrough & Co
Virginia
$2.44M 18,523 +607 +3%
WAP
230
Wealthcare Advisory Partners
Pennsylvania
$2.43M 18,453 +551 +3%
PLU
231
Performa Ltd (US)
South Carolina
$2.41M 18,252 +1,497 +9%
EP
232
Edgestream Partners
New Jersey
$2.36M 17,920 -23,193 -56%
SBH
233
Segall Bryant & Hamill
Illinois
$2.36M 17,911 -508 -3%
AIA
234
Alera Investment Advisors
Illinois
$2.34M 17,758 +7,207 +68%
CHC
235
City Holding Co
West Virginia
$2.3M 17,487 -615 -3%
Millennium Management
236
Millennium Management
New York
$2.29M 17,369 +17,369 New
PA
237
Parallel Advisors
California
$2.27M 17,244 – –
FMBTD
238
First Midwest Bank Trust Division
Illinois
$2.26M 17,164 +2,865 +20%
MLL
239
Moody Lynn & Lieberson
Massachusetts
$2.22M 16,867 +16,867 New
AFA
240
American Financial Advisors
Georgia
$2.22M 16,834 -291 -2%
SFG
241
StrategIQ Financial Group
Indiana
$2.19M 16,635 -320 -2%
SWA
242
Sax Wealth Advisors
New Jersey
$2.19M 16,614 +16,614 New
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$2.18M 16,388 +5,162 +46%
CL
244
CPWM LLC
Washington
$2.14M 16,264 +169 +1%
PP
245
Prosperity Planning
Missouri
$2.14M 16,234 +16,234 New
AMG
246
Asset Management Group
Connecticut
$2.11M 16,024 +81 +0.5%
MWM
247
Maltin Wealth Management
New Jersey
$2.09M 15,892 -1,174 -7%
APA
248
American Portfolios Advisors
New York
$2.07M 15,745 -1,587 -9%
ST
249
Smithfield Trust
Pennsylvania
$2.04M 15,475 -660 -4%
WA
250
Wealth Architects
California
$2.03M 15,417 – –
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