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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.

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 Market Value Shares Shares
Change 		Shares
Change %
PAS
851
Park Avenue Securities
New York
– – -4,594 Closed
Fiera Capital (Canada)
852
Fiera Capital (Canada)
Quebec, Canada
– – -4,410 Closed
GSC
853
Ground Swell Capital
South Carolina
– – -3,980 Closed
JG
854
Jefferies Group
New York
– – -3,746 Closed
FFN
855
Focus Financial Network
Minnesota
– – -3,231 Closed
DFA
856
DHJJ Financial Advisors
Illinois
– – -2,659 Closed
M
857
MOTCO
Texas
– – -2,470 Closed
RIA
858
Regal Investment Advisors
Michigan
– – -2,320 Closed
Bank Julius Baer & Co
859
Bank Julius Baer & Co
Switzerland
– – -2,269 Closed
RCAMU
860
Rothschild & Co Asset Management US
Connecticut
– – -2,047 Closed
Parallax Volatility Advisers
861
Parallax Volatility Advisers
California
– – -1,713 Closed
IA
862
IFG Advisory
Georgia
– – -1,689 Closed
SXL
863
Summit X LLC
Missouri
– – -1,653 Closed
JSL
864
JT Stratford LLC
Georgia
– – -1,609 Closed
AWM
865
Apollon Wealth Management
South Carolina
– – -1,527 Closed
PWPS
866
Pinnacle Wealth Planning Services
Ohio
– – -1,156 Closed
EA
867
Elm Advisors
California
– – -835 Closed
PFO
868
Pathstone Family Office
New Jersey
– – -631 Closed
BSSFA
869
Baron Silver Stevens Financial Advisors
Florida
– – -544 Closed
EI
870
Ellevest Inc
New York
$0 1 -500 -100%
PP
871
Paloma Partners
Connecticut
– – -494 Closed
OIM
872
Oder Investment Management
California
– – -385 Closed
CH
873
Canton Hathaway
Rhode Island
– – -370 Closed
GKIM
874
GW&K Investment Management
Massachusetts
– – -346 Closed
HWA
875
HCR Wealth Advisors
California
– – -218 Closed
32 33 34
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