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iShares Russell 2000 Value ETF
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Overview Fund Activity

847 hedge funds and large institutions have $12.1B invested in iShares Russell 2000 Value ETF in 2021 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 297 increasing their positions, 278 reducing their positions, and 56 closing their positions.

Holders
847
Holders Change
+18
Holders Change %
+2.17%
% of All Funds
14.79%
Holding in Top 10
56
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.98%
New
86
Increased
297
Reduced
278
Closed
56
Calls
$58.2M
Puts
$116M
Net Calls
-$57.7M
Net Calls Change
-$67.9M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$564M
2
SRA
2
Summit Rock Advisors
New York
$119M
3
TF
3
TIAA FSB
Florida
$559M
4
CA
4
CSM Advisors
Pennsylvania
$79M
5
Bank of America
5
Bank of America
North Carolina
$1.27B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.18B
2
APF
2
Alaska Permanent Fund
Alaska
$203M
3
SMM
3
Stadion Money Management
Georgia
$0
4
Truist Financial
4
Truist Financial
North Carolina
$60.2M
5
Man Group
5
Man Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ANTB
51
AMG National Trust Bank
Colorado
$39.7M +$2.61M +15,771 +7%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$39.4M +$29.9M +174,090 +315%
CFM
53
Comprehensive Financial Management
California
$38.2M – – –
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$38M +$4.12M +25,963 +12%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$37.9M +$5.85M +35,272 +18%
SCM
56
Shapiro Capital Management
Georgia
$37.5M +$7.41M +44,700 +25%
SGAM
57
Stephens Group Asset Management
Arkansas
$36.2M -$29.5M -177,998 -45%
V
58
Veritable
Delaware
$33.9M -$567K -3,419 -2%
HighTower Advisors
59
HighTower Advisors
Illinois
$33.8M +$1M +6,033 +3%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$33.4M -$1.49M -8,992 -4%
MCM
61
MAI Capital Management
Ohio
$31.7M +$3.31M +19,952 +12%
WPW
62
Waldron Private Wealth
Pennsylvania
$30.8M -$434K -2,618 -1%
CAN
63
Cetera Advisor Networks
California
$29M -$6.56M -39,594 -18%
HSA
64
HBK Sorce Advisory
Pennsylvania
$27.8M +$4.36M +26,325 +19%
ACB
65
Aristotle Capital Boston
Massachusetts
$27.8M -$2.24M -13,518 -7%
SI
66
Stephens Inc
Arkansas
$27.7M -$3.2M -19,314 -10%
CM
67
Castleark Management
Illinois
$27.6M – – –
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$26.6M +$1.31M +7,883 +5%
CC
69
Courier Capital
New York
$24.7M +$2.82K +17 +0%
AI
70
Accredited Investors
Minnesota
$24.4M +$1.39M +8,387 +6%
JIR
71
James Investment Research
Ohio
$24.2M +$333K +2,011 +1%
ZF
72
Zhang Financial
Michigan
$24.1M -$1.02M -6,156 -4%
Citigroup
73
Citigroup
New York
$24M +$12.3M +74,429 +106%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$23.5M +$7.96M +48,010 +51%
FT
75
Fiduciary Trust
Massachusetts
$23.4M -$1.52M -9,169 -6%
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