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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 %
CG
351
Cutler Group
California
$1.17M +$1.17M +7,307 New
RIA
352
RPG Investment Advisory
California
$1.16M -$73.7K -462 -6%
SFA
353
Sequoia Financial Advisors
Ohio
$1.15M +$62.8K +394 +6%
CG
354
Colony Group
Massachusetts
$1.14M -$4.62K -29 -0.4%
ACA
355
Anchor Capital Advisors
Massachusetts
$1.14M +$126K +790 +12%
BRWA
356
B. Riley Wealth Advisors
Florida
$1.14M -$136K -852 -11%
PP
357
Patron Partners
Texas
$1.14M +$767K +4,815 +207%
MAP
358
Managed Asset Portfolios
Michigan
$1.13M -$47.8K -300 -4%
MWM
359
Moulton Wealth Management
Washington
$1.13M +$1.13M +6,962 New
CWM
360
Cornerstone Wealth Management
Missouri
$1.11M -$17.9K -112 -2%
MCA
361
Morris Capital Advisors
Pennsylvania
$1.11M -$207K -1,300 -16%
PP
362
PDS Planning
Ohio
$1.11M -$118K -743 -10%
ACM
363
Alamar Capital Management
California
$1.1M +$112K +700 +11%
HCMT
364
Highland Capital Management (Tennessee)
Tennessee
$1.1M +$3.67K +23 +0.3%
SPC
365
Sigma Planning Corp
Michigan
$1.08M +$40.4K +253 +4%
BT
366
Brandywine Trust
Delaware
$1.06M – – –
Cerity Partners
367
Cerity Partners
New York
$1.05M +$1.28K +8 +0.1%
PAI
368
Pittenger & Anderson Inc
Nebraska
$1.04M – – –
TRCT
369
Tower Research Capital (TRC)
New York
$1.03M -$4.62M -28,941 -82%
SCM
370
Stordahl Capital Management
Colorado
$1.02M +$478 +3 +0%
SSB
371
Sandy Spring Bank
Maryland
$1.01M +$62.5K +392 +7%
BI
372
Berkeley Inc
Idaho
$991K +$478 +3 +0%
SWP
373
Stratos Wealth Partners
Ohio
$982K +$64.9K +407 +7%
RFC
374
Regions Financial Corp
Alabama
$981K -$144K -901 -13%
WSTAM
375
Wilbanks Smith & Thomas Asset Management
Virginia
$966K +$28.7K +180 +3%
13 14
15
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