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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SWM
276
Shakespeare Wealth Management
Wisconsin
$2.08M -$140K -877 -6%
KA
277
Klingman & Associates
New York
$2M +$17.5K +110 +0.9%
AIM
278
Alhambra Investment Management
Florida
$1.97M +$1M +6,283 +103%
PFA
279
Pettinga Financial Advisors
Indiana
$1.96M +$263K +1,650 +16%
LB
280
Legacy Bridge
Iowa
$1.95M +$166K +1,040 +9%
EWM
281
Evercore Wealth Management
New York
$1.94M -$8.77K -55 -0.5%
ST
282
Smithfield Trust
Pennsylvania
$1.93M -$535K -3,358 -22%
Natixis Advisors
283
Natixis Advisors
Massachusetts
$1.93M -$93.9K -589 -5%
ATC
284
Argent Trust Co
Tennessee
$1.89M +$4.62K +29 +0.2%
FA
285
FDx Advisors
Illinois
$1.87M +$1.34M +8,393 +250%
CIC
286
Carnegie Investment Counsel
Ohio
$1.87M -$20.7K -130 -1%
CCM
287
Carlson Capital Management
Minnesota
$1.85M -$5.26K -33 -0.3%
ICP
288
Interchange Capital Partners
Pennsylvania
$1.82M +$1.31M +8,242 +258%
QCG
289
Quadrant Capital Group
Ohio
$1.82M – – –
PA
290
Pinnacle Associates
New York
$1.8M -$417K -2,618 -19%
CFB
291
Cullen/Frost Bankers
Texas
$1.8M -$517K -3,241 -22%
FWP
292
FAS Wealth Partners
Kansas
$1.79M +$75.3K +472 +4%
SIA
293
Stegner Investment Associates
Kentucky
$1.77M -$25.2K -158 -1%
SYBT
294
Stock Yards Bank & Trust
Kentucky
$1.76M +$232K +1,455 +15%
NA
295
NewEdge Advisors
Louisiana
$1.76M +$1.24M +7,800 +243%
EVM
296
Eaton Vance Management
Massachusetts
$1.75M +$72.9K +457 +4%
MFW
297
Meristem Family Wealth
Minnesota
$1.69M – – –
FBB
298
Fulton Breakefield Broenniman
Maryland
$1.68M +$135K +847 +9%
VWM
299
Venturi Wealth Management
Texas
$1.68M +$1.03M +6,473 +159%
WP
300
WealthSource Partners
California
$1.67M -$360K -2,255 -18%
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