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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.

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
1
Bank of America
North Carolina
$1.16B
2
AIA
2
Angeles Investment Advisors
California
$241M
3
RBA
3
Richard Bernstein Advisors
New York
$277M
4
Ameriprise
4
Ameriprise
Minnesota
$230M
5
Wells Fargo
5
Wells Fargo
California
$339M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$317M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$705M
3
SF
3
Synovus Financial
Georgia
$22M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$164M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$93.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
26
Advisors Preferred
Maryland
$91.5M 567,245 +290,674 +105%
LPL Financial
27
LPL Financial
California
$91M 570,545 +16,196 +3%
JRP
28
Jasper Ridge Partners
California
$85.6M 536,685 -174,486 -25%
B
29
Bailard
California
$85.3M 534,728 -20,952 -4%
BlackRock
30
BlackRock
New York
$84.4M 529,064 +135,838 +35%
Victory Capital Management
31
Victory Capital Management
Texas
$78.5M 492,200 -41,440 -8%
SMM
32
Stadion Money Management
Georgia
$76M 476,313 – –
US Bancorp
33
US Bancorp
Minnesota
$74.1M 464,379 -172 -0%
GHA
34
GW Henssler & Associates
Georgia
$69.3M 434,529 +434,529 New
APP
35
Avantax Planning Partners
Iowa
$69.1M 433,457 +429,096 +9,839%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$68.4M 429,167 +81,151 +23%
SGAM
37
Stephens Group Asset Management
Arkansas
$63.2M 396,580 -42,170 -10%
VNIM
38
Vaughan Nelson Investment Management
Texas
$62.1M 389,170 -3,030 -0.8%
OFG
39
Oxford Financial Group
Indiana
$55.8M 349,988 -1,427 -0.4%
LOAMU
40
Lombard Odier Asset Management (USA)
New York
$54.8M 343,600 +343,600 New
SV
41
Starboard Value
New York
$53.9M 337,777 – –
EWA
42
EP Wealth Advisors
California
$52.1M 326,834 -6,892 -2%
BPB
43
Badgley, Phelps & Bell
Washington
$50.9M 319,241 +38,201 +14%
FWI
44
Facet Wealth Inc
Maryland
$46.4M 291,248 +40,379 +16%
Man Group
45
Man Group
United Kingdom
$45.3M 283,817 +283,817 New
SEI Investments
46
SEI Investments
Pennsylvania
$44M 326,432 -5,955 -2%
Brown Advisory
47
Brown Advisory
Maryland
$39.8M 249,612 +38,653 +18%
WT
48
Whittier Trust
California
$38.3M 240,089 +8,107 +3%
CFM
49
Comprehensive Financial Management
California
$36.8M 230,481 – –
RJA
50
Raymond James & Associates
Florida
$36.7M 229,878 +35,580 +18%
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