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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 %
BRWA
326
B. Riley Wealth Advisors
Florida
$1.05M -$62.2K -472 -6%
BWA
327
Beam Wealth Advisors
Louisiana
$1.04M +$1.04M +7,919 New
CI Investments Inc
328
CI Investments Inc
Ontario, Canada
$1.03M -$66.4K -504 -6%
LW
329
Linscomb Wealth
Texas
$1.03M -$52.9K -401 -5%
RIA
330
RPG Investment Advisory
California
$1.02M -$25.7K -195 -2%
GRP
331
Global Retirement Partners
California
$1.02M -$48.7K -370 -5%
PP
332
PDS Planning
Ohio
$1.02M -$40.5K -307 -4%
NEWAS
333
N.E.W. Advisory Services
Wisconsin
$1.02M +$1.02M +7,731 New
RT
334
Rockland Trust
Massachusetts
$991K +$991K +7,515 New
MAP
335
Managed Asset Portfolios
Michigan
$976K -$26.3K -200 -3%
CAM
336
Cresset Asset Management
Illinois
$972K +$123K +932 +14%
FCFC
337
First Commonwealth Financial Corp
Pennsylvania
$964K +$431K +3,276 +81%
PWMAG
338
Pinnacle Wealth Management Advisory Group
New Jersey
$959K -$6.59K -50 -0.7%
CG
339
Colony Group
Massachusetts
$948K -$91.4K -694 -9%
Jane Street
340
Jane Street
New York
$935K -$1.31M -9,938 -58%
CWM
341
Cornerstone Wealth Management
Missouri
$934K +$19.8K +150 +2%
RFC
342
Regions Financial Corp
Alabama
$929K +$39.4K +299 +4%
HCMT
343
Highland Capital Management (Tennessee)
Tennessee
$903K -$36.2K -275 -4%
CFA
344
Cahill Financial Advisors
Minnesota
$898K +$898K +6,819 New
SFA
345
Sequoia Financial Advisors
Ohio
$895K +$143K +1,087 +19%
WIA
346
World Investment Advisors
California
$882K +$882K +5,803 New
BT
347
Brandywine Trust
Delaware
$877K – – –
DIS
348
Diversified Investment Strategies
Louisiana
$873K -$79.7K -565 -8%
Cerity Partners
349
Cerity Partners
New York
$869K -$40.8K -310 -4%
SPC
350
Sigma Planning Corp
Michigan
$860K +$481K +3,654 +127%
12 13
14
15 16