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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 %
Lido Advisors
451
Lido Advisors
California
$519K +$120K +909 +30%
Carson Wealth (CWM LLC)
452
Carson Wealth (CWM LLC)
Nebraska
$515K – – –
PJB
453
Paul John Balson
California
$511K +$511K +3,878 New
TNA
454
True North Advisors
Texas
$510K – – –
VCA
455
Verdence Capital Advisors
Maryland
$507K +$507K +3,850 New
ANB
456
Amarillo National Bank
Texas
$504K -$9.09K -69 -2%
ECG
457
Edge Capital Group
Georgia
$498K +$1.32K +10 +0.3%
PHAM
458
Palisades Hudson Asset Management
Florida
$496K +$2.5K +19 +0.5%
PFC
459
Phocas Financial Corp
California
$495K – – –
JG
460
Jefferies Group
New York
$494K +$494K +3,746 New
CAL
461
Capital Analysts LLC
Pennsylvania
$493K – – –
BFM
462
Broadview Financial Management
Wisconsin
$481K -$264 -2 -0.1%
TK
463
TIAA Kaspick
Massachusetts
$479K -$34.2K -260 -7%
GL
464
Graypoint LLC
New York
$478K – – –
Bank of Nova Scotia
465
Bank of Nova Scotia
Ontario, Canada
$476K +$476K +3,613 New
TA
466
Tiedemann Advisors
New York
$475K – – –
GG
467
Greenwood Gearhart
Arkansas
$470K +$470K +3,570 New
CS
468
Cannell & Spears
New York
$464K – – –
YWP
469
YorkBridge Wealth Partners
New York
$463K – – –
RB
470
Renasant Bank
Mississippi
$457K +$457K +3,471 New
CWM
471
Cahaba Wealth Management
Georgia
$451K -$39.1K -272 -8%
LB
472
Leo Brokerage
Texas
$446K -$241K -1,832 -35%
AA
473
Alesco Advisors
New York
$445K -$18.5K -140 -4%
FA
474
FDx Advisors
Illinois
$443K +$443K +3,361 New
MMHP
475
Murphy Middleton Hinkle & Parker
Georgia
$440K +$14.2K +108 +3%
17 18
19
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