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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 %
AAS
626
Annex Advisory Services
Wisconsin
$244K -$24.4K -153 -9%
MA
627
MONECO Advisors
Connecticut
$243K -$16.6K -104 -6%
CAC
628
Certified Advisory Corp
Florida
$243K +$243K +1,522 New
TC
629
Telemus Capital
Michigan
$242K -$51.1K -315 -17%
WTFG
630
Wells Trecaso Financial Group
Ohio
$241K +$241K +1,509 New
RIM
631
Regent Investment Management
Kentucky
$241K +$241K +1,511 New
CCG
632
Cypress Capital Group
Florida
$239K +$239K +1,496 New
IMOV
633
Investment Management of Virginia
Virginia
$239K +$239K +1,500 New
BCM
634
BTC Capital Management
Iowa
$239K +$239K +1,500 New
PIM
635
Penobscot Investment Management
Massachusetts
$238K +$238K +1,495 New
TH
636
TCTC Holdings
Texas
$235K – – –
AIS
637
American Investment Services
Massachusetts
$233K -$53.5K -335 -19%
TGAM
638
TBH Global Asset Management
Tennessee
$233K +$233K +1,458 New
NG
639
Northstar Group
New York
$232K +$232K +1,455 New
ED
640
Exane Derivatives
France
$232K +$232K +1,453 New
LWANC
641
Laurel Wealth Advisors (North Carolina)
North Carolina
$231K +$319 +2 +0.1%
KCM
642
Kanawha Capital Management
Virginia
$231K +$231K +1,450 New
DW
643
Domani Wealth
Pennsylvania
$230K -$15.5K -97 -6%
MCC
644
Money Concepts Capital
Florida
$230K +$227K +1,420 +6,762%
AWS
645
AJ Wealth Strategies
New York
$230K +$230K +1,445 New
SHGA
646
Sand Hill Global Advisors
California
$229K +$229K +1,436 New
CMO
647
Covenant Multifamily Offices
Texas
$227K +$227K +1,422 New
MP
648
McDonald Partners
Ohio
$227K +$227K +1,425 New
SCM
649
Southport Capital Management
Tennessee
$225K +$225K +1,408 New
AWM
650
Altavista Wealth Management
North Carolina
$225K +$225K +1,409 New
24 25
26
27 28