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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 %
6F
401
626 Financial
Michigan
$830K +$830K +5,144 New
JAG
402
Journey Advisory Group
Kentucky
$815K -$5.26K -33 -0.6%
NNP
403
Nachman Norwood & Parrott
South Carolina
$815K – – –
MWM
404
Meridian Wealth Management
Kentucky
$807K +$6.7K +42 +0.8%
Lido Advisors
405
Lido Advisors
California
$803K +$175K +1,096 +28%
SWM
406
Spire Wealth Management
Virginia
$799K +$799K +5,004 New
CAM
407
Cubic Asset Management
Massachusetts
$798K +$5.11K +32 +0.6%
BPC
408
Banque Pictet & Cie
Switzerland
$796K +$796K +5,000 New
TP
409
Tranquility Partners
Tennessee
$794K +$112K +700 +16%
MAFM
410
Mid Atlantic Financial Management
Pennsylvania
$792K -$167K -1,048 -17%
VCS
411
Vaughan & Co Securities
New Jersey
$792K -$30.8K -193 -4%
RZH
412
Relyea Zuckerberg Hanson
Connecticut
$785K +$82.4K +503 +12%
DWM
413
Dakota Wealth Management
Florida
$783K -$23.1K -145 -3%
FCM
414
Firestone Capital Management
Florida
$782K – – –
TPCW
415
TD Private Client Wealth
New York
$778K +$301K +1,886 +63%
HCC
416
Hirtle Callaghan & Co
Pennsylvania
$778K – – –
LWCFA
417
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$775K -$71.8K -450 -8%
GCM
418
Gables Capital Management
Florida
$774K – – –
FWP
419
Falcon Wealth Planning
California
$771K -$19.3K -121 -2%
SC
420
Savant Capital
Illinois
$770K +$14.7K +92 +2%
BAM
421
Belpointe Asset Management
Nevada
$769K -$67.8K -425 -8%
WP
422
WealthPLAN Partners
Nebraska
$767K -$84.7K -517 -10%
Kovitz Investment Group Partners
423
Kovitz Investment Group Partners
Illinois
$764K -$104K -654 -12%
WANY
424
Wealthspire Advisors (New York)
New York
$754K +$49.7K +312 +7%
PFC
425
Phocas Financial Corp
California
$745K +$745K +4,670 New
15 16
17
18 19