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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
Neuberger Berman Group
New York
$154M
2
Morgan Stanley
Morgan Stanley
New York
$997M
3
Bank of America
Bank of America
North Carolina
$587M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$122M
5
RBA
Richard Bernstein Advisors
New York
$80.4M

Top Sellers

1
APF
Alaska Permanent Fund
Alaska
$488M
2
SV
Starboard Value
New York
$44.5M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
4
SF
Synovus Financial
Georgia
$84.6M
5
Goldman Sachs
Goldman Sachs
New York
$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
601
Private Portfolio Partners
New Jersey
$201K +$201K +1,528 New
MFIMFI
602
Mesirow Financial Investment Management - Fixed Income
Illinois
$201K +$174K +1,320 +644%
NB
603
NBT Bank
New York
$201K +$201K +1,522 New
IC
604
Intersect Capital
California
$201K +$201K +1,523 New
C
605
Certuity
Florida
$201K +$201K +1,527 New
AWM
606
Apollon Wealth Management
South Carolina
$201K +$201K +1,527 New
CIC
607
Cornercap Investment Counsel
Georgia
$200K -$70.5K -549 -26%
FDCDDQ
608
Federation des caisses Desjardins du Quebec
Quebec, Canada
$194K +$88.3K +670 +83%
TH
609
TCTC Holdings
Texas
$194K – – –
S
610
SignatureFD
Georgia
$192K -$15.9K -121 -8%
LWANC
611
Laurel Wealth Advisors (North Carolina)
North Carolina
$191K +$792 +6 +0.4%
NL
612
NKCFO LLC
Illinois
$184K +$184K +1,400 New
SAM
613
S.A. Mason
Michigan
$174K – – –
CFA
614
Carroll Financial Associates
North Carolina
$174K +$165K +1,262 +1,942%
AWA
615
Arkadios Wealth Advisors
Georgia
$167K +$31.3K +238 +23%
SBSB
616
Sullivan, Bruyette, Speros & Blaney
Virginia
$156K – – –
CWM
617
Cranbrook Wealth Management
Michigan
$155K – – –
VCM
618
Versant Capital Management
Arizona
$154K – – –
PWPS
619
Pinnacle Wealth Planning Services
Ohio
$152K +$152K +1,156 New
MCM
620
Manchester Capital Management
Vermont
$151K +$151K +1,148 New
Lazard Asset Management
621
Lazard Asset Management
New York
$144K – – –
Toronto Dominion Bank
622
Toronto Dominion Bank
Ontario, Canada
$144K +$144K +1,096 New
AA
623
Ancora Advisors
Ohio
$140K -$10.9K -83 -7%
CAL
624
Capital Advisors Ltd
Ohio
$140K – – –
NSIM
625
North Star Investment Management
Illinois
$139K +$132 +1 +0.1%
23 24
25
26 27