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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 %
Kovitz Investment Group Partners
376
Kovitz Investment Group Partners
Illinois
$717K -$47.8K -363 -6%
SCM
377
SOL Capital Management
Maryland
$717K – – –
CIBC World Market
378
CIBC World Market
Ontario, Canada
$716K +$70.9K +538 +11%
GC
379
Garde Capital
Washington
$713K +$10.3K +78 +1%
NL
380
NWAM LLC
Washington
$713K +$713K +5,411 New
CW
381
CreativeOne Wealth
Kansas
$712K +$90.1K +684 +14%
RCAG
382
Rehmann Capital Advisory Group
Michigan
$707K -$3.82K -29 -0.5%
AG
383
Appleton Group
Wisconsin
$702K -$16.3K -124 -2%
VWA
384
Visionary Wealth Advisors
Illinois
$701K +$1.45K +11 +0.2%
LWCFA
385
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$700K +$355K +2,693 +103%
TSS
386
Two Sigma Securities
New York
$698K +$698K +5,300 New
OCG
387
Opus Capital Group
Ohio
$697K +$33.7K +256 +5%
TFO
388
Tarbox Family Office
California
$696K – – –
BAM
389
Belpointe Asset Management
Nevada
$691K +$156K +1,186 +29%
IA
390
IFP Advisors
Florida
$682K +$4.75K +36 +0.7%
VCS
391
Vaughan & Co Securities
New Jersey
$680K +$2.11K +16 +0.3%
JAG
392
Journey Advisory Group
Kentucky
$678K +$678K +5,146 New
NNP
393
Nachman Norwood & Parrott
South Carolina
$673K -$12.9K -98 -2%
AIC
394
Ameritas Investment Company
Nebraska
$670K +$35K +266 +6%
DWM
395
Dakota Wealth Management
Florida
$666K – – –
MFG
396
Magnus Financial Group
New York
$664K +$178K +1,349 +37%
KIC
397
Kensington Investment Counsel
California
$661K +$661K +5,017 New
MWM
398
Meridian Wealth Management
Kentucky
$660K +$304K +2,309 +85%
CAM
399
Cubic Asset Management
Massachusetts
$655K +$8.17K +62 +1%
FWP
400
Falcon Wealth Planning
California
$653K +$653K +4,954 New
14 15
16
17 18