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iShares Russell 2000 Value ETF
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Overview Fund Activity

829 hedge funds and large institutions have $11.4B invested in iShares Russell 2000 Value ETF in 2021 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 256 increasing their positions, 269 reducing their positions, and 59 closing their positions.

Holders
829
Holders Change
+62
Holders Change %
+8.08%
% of All Funds
14.6%
Holding in Top 10
56
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+27.27%
% of All Funds
0.99%
New
129
Increased
256
Reduced
269
Closed
59
Calls
$88.7M
Puts
$78.6M
Net Calls
+$10.2M
Net Calls Change
+$47.3M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.16B
2
AIA
2
Angeles Investment Advisors
California
$241M
3
RBA
3
Richard Bernstein Advisors
New York
$277M
4
Ameriprise
4
Ameriprise
Minnesota
$230M
5
Wells Fargo
5
Wells Fargo
California
$339M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$317M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$705M
3
SF
3
Synovus Financial
Georgia
$22M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$164M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$93.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CL
251
CPWM LLC
Washington
$2.59M 16,264 – –
APA
252
American Portfolios Advisors
New York
$2.58M 16,169 +424 +3%
MWM
253
Maltin Wealth Management
New Jersey
$2.56M 16,030 +138 +0.9%
MFIMFI
254
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.55M 15,995 +14,470 +949%
EWM
255
Empirical Wealth Management
Washington
$2.54M 15,954 -5,373 -25%
GC
256
Guggenheim Capital
Illinois
$2.54M 15,946 -18,949 -54%
AMG
257
Asset Management Group
Connecticut
$2.54M 15,949 -75 -0.5%
AFA
258
American Financial Advisors
Georgia
$2.52M 15,785 -1,049 -6%
IWC
259
Integrated Wealth Concepts
Massachusetts
$2.51M 15,742 +1,352 +9%
PP
260
Prosperity Planning
Missouri
$2.47M 15,490 -744 -5%
WA
261
Wealth Architects
California
$2.46M 15,417 – –
HI
262
Harbour Investments
Wisconsin
$2.45M 15,330 +15,330 New
ZB
263
Zions Bancorporation
Utah
$2.37M 14,847 – –
Renaissance Technologies
264
Renaissance Technologies
New York
$2.34M 14,700 +14,700 New
ATPW
265
Ashton Thomas Private Wealth
Arizona
$2.34M 14,691 +782 +6%
SCP
266
Silverleafe Capital Partners
Tennessee
$2.34M 14,648 +1,326 +10%
State Street
267
State Street
Massachusetts
$2.3M 14,395 -30,190 -68%
WAP
268
Wealthcare Advisory Partners
Pennsylvania
$2.28M 14,270 -4,183 -23%
SFS
269
Sowell Financial Services
Arkansas
$2.28M 13,777 +12,793 +1,300%
HIP
270
HUB Investment Partners
Texas
$2.25M 14,134 +14,134 New
GC
271
Grimes & Company
Massachusetts
$2.2M 13,810 +3,180 +30%
RJT
272
Raymond James Trust
Florida
$2.19M 13,742 +30 +0.2%
FPIS
273
Financial Planning & Information Services
Wisconsin
$2.16M 13,560 -1,296 -9%
HR
274
Hardy Reed
Mississippi
$2.12M 13,312 – –
RC
275
Roundview Capital
New Jersey
$2.09M 13,113 – –
9 10
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