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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 Holding Trade Value Shares
Change 		Shares
Change %
BWA
676
BDO Wealth Advisors
Florida
$54K +$3.96K +30 +8%
BW
677
Bison Wealth
Georgia
$53K – – –
CCA
678
Column Capital Advisors
Indiana
$52K +$261 +2 +0.5%
IFAM
679
Institutional & Family Asset Management
Colorado
$50K +$23.6K +179 +90%
OIM
680
Oder Investment Management
California
$50K +$50K +385 New
CH
681
Canton Hathaway
Rhode Island
$49K +$49K +370 New
GKIM
682
GW&K Investment Management
Massachusetts
$46K +$46K +346 New
BA
683
Ballast Advisors
Minnesota
$45K – – –
MAM
684
Marquette Asset Management
Minnesota
$43K -$8.76K -66 -17%
CTC
685
Central Trust Company
Missouri
$43K – – –
MF
686
Manchester Financial
California
$43K +$42.5K +320 +8,000%
MMG
687
Monetary Management Group
Missouri
$40K – – –
PB
688
Pinnacle Bancorp
Nebraska
$40K – – –
PCTC
689
Perkins Coie Trust Company
Washington
$39K – – –
PO
690
Private Ocean
California
$39K +$132 +1 +0.3%
FP
691
Financial Perspectives
Minnesota
$38.2K +$132 +1 +0.3%
CCM
692
Covington Capital Management
California
$38K – – –
FWC
693
First Washington Corp
Washington
$35K – – –
RE
694
RBC Europe
United Kingdom
$34.9K – – –
MPCG
695
Matrix Private Capital Group
New York
$34K +$15.6K +120 +85%
PMFA
696
Plante Moran Financial Advisors
Michigan
$33K +$3.33K +25 +11%
TWA
697
TCI Wealth Advisors
Arizona
$32K +$134 +1 +0.4%
HWA
698
HCR Wealth Advisors
California
$29K – – –
First Manhattan
699
First Manhattan
New York
$29K – – –
TCWA
700
Ten Capital Wealth Advisors
Washington
$29K +$29K +219 New
26 27
28
29 30