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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
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 Holding Trade Value Shares
Change 		Shares
Change %
AA
476
Alesco Advisors
New York
$538K – – –
MMHP
477
Murphy Middleton Hinkle & Parker
Georgia
$538K +$5.26K +33 +1%
TAM
478
Townsend Asset Management
North Carolina
$531K +$10.2K +64 +2%
PIMG
479
Patriot Investment Management Group
Tennessee
$529K +$529K +3,322 New
NFG
480
Next Financial Group
Texas
$527K +$182K +1,141 +53%
JWA
481
JFS Wealth Advisors
Pennsylvania
$524K -$119K -748 -19%
PWM
482
Perigon Wealth Management
California
$518K +$1.75K +11 +0.3%
VI
483
Versor Investments
New York
$518K +$518K +3,250 New
FPS
484
Fieldpoint Private Securities
Connecticut
$516K -$160K -1,000 -24%
RIM
485
Rockbridge Investment Management
New York
$516K -$3.67K -23 -0.7%
Carson Wealth (CWM LLC)
486
Carson Wealth (CWM LLC)
Nebraska
$515K – – –
Fuller & Thaler Asset Management
487
Fuller & Thaler Asset Management
California
$510K -$4.63M -28,993 -90%
PP
488
Patten & Patten
Tennessee
$507K – – –
GIA
489
Gladstone Institutional Advisory
Florida
$504K +$504K +3,161 New
CWM
490
Cahaba Wealth Management
Georgia
$502K +$1.12K +7 +0.2%
VWA
491
V Wealth Advisors
Kansas
$496K -$7.97K -50 -2%
TWP
492
Total Wealth Planning
Ohio
$494K -$140K -875 -22%
OBGC
493
O'Brien Greene & Co
Pennsylvania
$490K – – –
BOS
494
Bingham Osborn & Scarborough
California
$489K – – –
KMWM
495
Keudell/Morrison Wealth Management
Oregon
$486K +$7.97K +50 +2%
IAIM
496
International Assets Investment Management
Florida
$483K +$346K +2,282 +253%
PWM
497
Paulson Wealth Management
Illinois
$482K – – –
MWM
498
Merriman Wealth Management
Washington
$481K +$481K +3,016 New
EPA
499
Element Pointe Advisors
Florida
$479K +$182K +1,142 +61%
PA
500
PFG Advisors
Arizona
$477K +$6.54K +41 +1%
18 19
20
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