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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 %
FCM
401
Firestone Capital Management
Florida
$646K – – –
HCC
402
Hirtle Callaghan & Co
Pennsylvania
$646K – – –
GCM
403
Gables Capital Management
Florida
$639K – – –
EH
404
Equitable Holdings
New York
$630K +$27.7K +210 +5%
SC
405
Savant Capital
Illinois
$624K +$7.9K +60 +1%
MAM
406
Marotta Asset Management
Virginia
$622K -$317K -2,406 -34%
ABC
407
Associated Banc-Corp
Wisconsin
$619K +$128K +971 +26%
FBFS
408
First Business Financial Services
Wisconsin
$614K – – –
HWA
409
Heritage Wealth Advisors
Virginia
$611K – – –
SC
410
Scotia Capital
Ontario, Canada
$609K +$609K +4,622 New
Nuveen Asset Management
411
Nuveen Asset Management
Illinois
$609K +$609K +4,624 New
VFP
412
Verus Financial Partners
Virginia
$606K +$606K +4,603 New
PAS
413
Park Avenue Securities
New York
$605K +$84.5K +642 +16%
CANC
414
Culbertson A N & Co
Virginia
$604K – – –
BAM
415
Berkshire Asset Management
Pennsylvania
$602K +$62.3K +473 +12%
LFS
416
Lutz Financial Services
Nebraska
$598K – – –
HNB
417
Huntington National Bank
Ohio
$598K -$468K – –
RCM
418
RNC Capital Management
California
$597K +$20.4K +155 +4%
DPI
419
Diversified Portfolios Inc
Michigan
$593K – – –
TWM
420
Tradition Wealth Management
Minnesota
$593K +$593K +4,500 New
DJSG
421
D.J. St. Germain
Massachusetts
$591K – – –
WF
422
Welch & Forbes
Massachusetts
$589K +$316K +2,400 +116%
MCM
423
MV Capital Management
Maryland
$584K +$31.1K +236 +6%
WANY
424
Wealthspire Advisors (New York)
New York
$582K +$582K +4,419 New
Fiera Capital (Canada)
425
Fiera Capital (Canada)
Quebec, Canada
$581K -$85K -645 -13%
15 16
17
18 19