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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$70.3M 533,640 -83,840 -14%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$70.1M 531,799 -109,796 -17%
SMM
28
Stadion Money Management
Georgia
$62.8M 476,313 +476,313 New
US Bancorp
29
US Bancorp
Minnesota
$61.2M 464,551 +52,140 +13%
CB
30
Commerce Bank
Missouri
$59.3M 450,306 +46,729 +12%
SGAM
31
Stephens Group Asset Management
Arkansas
$57.8M 438,750 -875 -0.2%
BlackRock
32
BlackRock
New York
$51.8M 393,226 +139,140 +55%
VNIM
33
Vaughan Nelson Investment Management
Texas
$51.7M 392,200 +56,350 +17%
SCM
34
Shapiro Capital Management
Georgia
$50.3M 381,637 -8,700 -2%
OFG
35
Oxford Financial Group
Indiana
$46.3M 351,415 -14,227 -4%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$45.9M 348,016 +52,331 +18%
SV
37
Starboard Value
New York
$44.5M 337,777 -638,000 -65%
EWA
38
EP Wealth Advisors
California
$44M 333,726 +13,119 +4%
SEI Investments
39
SEI Investments
Pennsylvania
$43.8M 332,387 +5,266 +2%
BPB
40
Badgley, Phelps & Bell
Washington
$37M 281,040 +123,655 +79%
AP
41
Advisors Preferred
Maryland
$36M 276,571 +276,571 New
FWI
42
Facet Wealth Inc
Maryland
$33.1M 250,869 +250,869 New
AAP
43
Arax Advisory Partners
Colorado
$32.7M 247,926 +5,497 +2%
CAN
44
Cetera Advisor Networks
California
$30.8M 233,670 +217,896 +1,381%
WT
45
Whittier Trust
California
$30.6M 231,982 +133,701 +136%
CFM
46
Comprehensive Financial Management
California
$30.4M 230,481 – –
CIBC Asset Management
47
CIBC Asset Management
Ontario, Canada
$30.1M 228,711 +228,711 New
Brown Advisory
48
Brown Advisory
Maryland
$27.8M 210,959 +64,990 +45%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$27.6M 209,627 +191,713 +1,070%
WPW
50
Waldron Private Wealth
Pennsylvania
$26.7M 202,646 -11,174 -5%
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