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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
JWCA
276
J.W. Cole Advisors
Florida
$1.56M +$1.56M +11,862 New
CIC
277
Carnegie Investment Counsel
Ohio
$1.56M -$30.4K -231 -2%
ATC
278
Argent Trust Co
Tennessee
$1.56M -$58.1K -441 -4%
ACA
279
Affinity Capital Advisors
California
$1.52M -$556K -4,223 -27%
HF
280
HRT Financial
New York
$1.51M +$1.17M +8,881 +343%
QCG
281
Quadrant Capital Group
Ohio
$1.5M +$562K +4,265 +60%
SIA
282
Stegner Investment Associates
Kentucky
$1.48M -$527 -4 -0%
LB
283
Legacy Bridge
Iowa
$1.48M +$23.1K +175 +2%
BIA
284
BHK Investment Advisors
Alabama
$1.47M +$313K +2,377 +27%
NC
285
NovaPoint Capital
Georgia
$1.47M +$1.47M +11,136 New
MPWT
286
MassMutual Private Wealth & Trust
Connecticut
$1.47M -$11.7K -89 -0.8%
TCA
287
Transcend Capital Advisors
New Jersey
$1.44M +$1.44M +10,892 New
FWP
288
FAS Wealth Partners
Kansas
$1.41M +$53.9K +409 +4%
FHA
289
First Horizon Advisors
Tennessee
$1.41M -$62.6K -476 -4%
PFA
290
Pettinga Financial Advisors
Indiana
$1.4M -$264K -2,000 -16%
GC
291
Grimes & Company
Massachusetts
$1.4M +$19.8K +150 +1%
MFW
292
Meristem Family Wealth
Minnesota
$1.39M – – –
SWA
293
Stratos Wealth Advisors
Ohio
$1.39M +$1.39M +10,554 New
EVM
294
Eaton Vance Management
Massachusetts
$1.39M +$64.6K +490 +5%
WDG
295
Wealth Dimensions Group
Ohio
$1.37M +$1.37M +10,360 New
SMC
296
Smith, Moore & Co
Missouri
$1.35M +$966K +7,500 +250%
BPA
297
Beacon Pointe Advisors
California
$1.35M +$27.1K +205 +2%
CCA
298
Cobblestone Capital Advisors
New York
$1.35M -$5.27K -40 -0.4%
First Trust Advisors
299
First Trust Advisors
Illinois
$1.35M +$66.5K +505 +5%
CIM
300
Confluence Investment Management
Missouri
$1.33M +$1.33M +10,111 New
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