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

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$317M
2
Jones Financial Companies
Jones Financial Companies
Missouri
$705M
3
SF
Synovus Financial
Georgia
$22M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$164M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$93.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SQA
326
Simon Quick Advisors
New Jersey
$1.43M -$514K -3,225 -26%
EWA
327
Exencial Wealth Advisors
Oklahoma
$1.43M -$44.3K -278 -3%
LNC
328
Lincoln National Corp
Pennsylvania
$1.42M +$53.7K +337 +4%
DMC
329
Drexel Morgan & Co
Pennsylvania
$1.41M – – –
WTB
330
Washington Trust Bank
Washington
$1.41M – – –
EAM
331
Eukles Asset Management
Ohio
$1.38M +$1.28K +8 +0.1%
WCF
332
West Coast Financial
California
$1.37M -$110K -690 -7%
AAS
333
Avantax Advisory Services
Texas
$1.36M +$445K +2,792 +49%
FCH
334
Freestone Capital Holdings
Washington
$1.36M +$1.11M +6,874 +443%
VC
335
Veery Capital
Delaware
$1.35M +$12.4K +78 +0.9%
MAS
336
Managed Account Services
Florida
$1.33M -$105K -657 -7%
IWA
337
Intercontinental Wealth Advisors
Texas
$1.33M +$15.2K +95 +1%
CI Investments Inc
338
CI Investments Inc
Ontario, Canada
$1.33M +$80.4K +504 +6%
Bank of Nova Scotia
339
Bank of Nova Scotia
Ontario, Canada
$1.3M +$724K +4,538 +126%
CS
340
Comerica Securities
Michigan
$1.29M -$20.7K -130 -2%
NL
341
NWAM LLC
Washington
$1.29M +$427K +2,676 +49%
BWA
342
Beam Wealth Advisors
Louisiana
$1.28M +$16.1K +101 +1%
CIBC World Market
343
CIBC World Market
Ontario, Canada
$1.28M +$412K +2,585 +48%
UCFA
344
United Capital Financial Advisors
Texas
$1.26M -$37.6K -236 -3%
APWA
345
Atlas Private Wealth Advisors
New Jersey
$1.26M -$23K -144 -2%
LW
346
Linscomb Wealth
Texas
$1.24M -$957 -6 -0.1%
DC
347
Davenport & Co
Virginia
$1.21M +$1.21M +7,575 New
GRP
348
Global Retirement Partners
California
$1.19M -$42.3K -265 -3%
PPA
349
Parametric Portfolio Associates
Washington
$1.18M +$163K +1,023 +16%
CAM
350
Cresset Asset Management
Illinois
$1.18M +$638 +4 +0.1%
12 13
14
15 16