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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 %
UWPG
376
Ullmann Wealth Partners Group
Florida
$962K -$47.1K -295 -5%
Deutsche Bank
377
Deutsche Bank
Germany
$953K +$250K +1,567 +36%
Boston Partners
378
Boston Partners
Massachusetts
$949K -$1.26M -7,900 -57%
Bessemer Group
379
Bessemer Group
New Jersey
$947K +$456K +2,860 +93%
FAIM
380
Financial Advocates Investment Management
Washington
$943K +$8.62K +54 +0.9%
CA
381
Clearstead Advisors
Ohio
$943K +$49.4K +310 +6%
CFFP
382
Center for Financial Planning
Michigan
$942K – – –
CCT
383
Chemung Canal Trust
New York
$933K – – –
AAM
384
Autus Asset Management
Arizona
$914K -$12K -75 -1%
HCM
385
Howland Capital Management
Massachusetts
$907K -$23K -144 -2%
CW
386
CreativeOne Wealth
Kansas
$900K +$38.4K +241 +4%
EH
387
Equitable Holdings
New York
$898K +$136K +852 +18%
EAM
388
Evanson Asset Management
California
$884K – – –
VWA
389
Visionary Wealth Advisors
Illinois
$879K +$30.8K +193 +4%
MFG
390
Magnus Financial Group
New York
$878K +$74.1K +465 +9%
PLU
391
Performa Ltd (US)
South Carolina
$876K -$2.03M -12,759 -70%
NEWAS
392
N.E.W. Advisory Services
Wisconsin
$873K -$378K -2,338 -30%
TW
393
Transform Wealth
Colorado
$861K -$81.5K -511 -9%
GC
394
Garde Capital
Washington
$861K -$2.55K -16 -0.3%
SCM
395
SOL Capital Management
Maryland
$856K -$12K -75 -1%
AG
396
Appleton Group
Wisconsin
$852K +$2.87K +18 +0.3%
RCAG
397
Rehmann Capital Advisory Group
Michigan
$845K -$10.4K -65 -1%
OCG
398
Opus Capital Group
Ohio
$843K – – –
TFO
399
Tarbox Family Office
California
$842K – – –
IA
400
IFP Advisors
Florida
$838K +$12.9K +81 +2%
14 15
16
17 18