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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 %
PAI
351
Pittenger & Anderson Inc
Nebraska
$856K – – –
SCM
352
Stordahl Capital Management
Colorado
$845K -$1.32K -10 -0.2%
PPA
353
Parametric Portfolio Associates
Washington
$843K -$2.8M -21,257 -77%
ACA
354
Anchor Capital Advisors
Massachusetts
$839K +$12.1K +92 +1%
SCI
355
Stableford Capital II
Arizona
$838K +$838K +6,361 New
UWPG
356
Ullmann Wealth Partners Group
Florida
$833K -$252K -1,917 -23%
BI
357
Berkeley Inc
Idaho
$819K +$819K +6,213 New
ACM
358
Alamar Capital Management
California
$814K +$814K +6,182 New
AIM
359
Alhambra Investment Management
Florida
$803K +$23.8K +181 +3%
OAM
360
Oppenheimer Asset Management
New York
$796K +$796K +6,043 New
MAFM
361
Mid Atlantic Financial Management
Pennsylvania
$792K +$168K +1,276 +27%
SSB
362
Sandy Spring Bank
Maryland
$781K +$32.8K +249 +4%
TW
363
Transform Wealth
Colorado
$778K -$157K -1,195 -17%
CFFP
364
Center for Financial Planning
Michigan
$778K -$55.6K -422 -7%
WSTAM
365
Wilbanks Smith & Thomas Asset Management
Virginia
$774K +$72.7K +552 +10%
CCT
366
Chemung Canal Trust
New York
$772K – – –
HCM
367
Howland Capital Management
Massachusetts
$768K +$5.27K +40 +0.7%
AAM
368
Autus Asset Management
Arizona
$765K -$9.88K -75 -1%
WP
369
WealthPLAN Partners
Nebraska
$760K +$15.9K +109 +2%
SWP
370
Stratos Wealth Partners
Ohio
$758K -$209K -1,586 -22%
AAS
371
Avantax Advisory Services
Texas
$756K -$2.36M -17,948 -76%
CAS
372
Coppell Advisory Solutions
Texas
$755K +$755K +5,730 New
FAIM
373
Financial Advocates Investment Management
Washington
$749K -$384 -3 -0.1%
CA
374
Clearstead Advisors
Ohio
$739K -$5.41K -41 -0.7%
EAM
375
Evanson Asset Management
California
$730K +$1.58K +12 +0.2%
13 14
15
16 17