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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 Market Value Shares Shares
Change 		Shares
Change %
CC
76
Cassaday & Co
Virginia
$15.6M 118,315 -2,739 -2%
BIM
77
Bridges Investment Management
Nebraska
$15.1M 114,403 – –
BUB
78
BBVA USA Bancshares
Texas
$14.7M 111,412 -569 -0.5%
JIC
79
Johnson Investment Counsel
Ohio
$14.6M 110,736 +46,693 +73%
WF
80
WoodTrust Financial
Wisconsin
$14.6M 110,587 +1,503 +1%
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$14.5M 110,212 +34,655 +46%
AL
82
Aspiriant LLC
California
$14.3M 108,697 +4,687 +5%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$14.2M 107,624 +34,335 +47%
AF
84
Alerus Financial
North Dakota
$14.1M 107,255 +540 +0.5%
CM
85
Churchill Management
California
$13.1M 99,616 +99,616 New
GW
86
GW & Wade
Massachusetts
$12.8M 97,169 +15,730 +19%
CAM
87
Crestone Asset Management
Colorado
$12.5M 95,228 -3,797 -4%
CDIA
88
Capital Directions Investment Advisors
Georgia
$12.5M 94,768 +1,321 +1%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$12.4M 94,192 +207 +0.2%
F
90
F3Logic
Minnesota
$12.4M 94,226 +2,945 +3%
Calamos Advisors
91
Calamos Advisors
Illinois
$12.4M 93,905 – –
AA
92
AlphaMark Advisors
Kentucky
$12.4M 93,826 +5,940 +7%
FAM
93
Flaharty Asset Management
Florida
$12.2M 92,868 +3,290 +4%
WTC
94
WhitTier Trust Company
Nevada
$12.2M 92,407 +56,381 +157%
Franklin Resources
95
Franklin Resources
California
$12.1M 91,673 -4,554 -5%
AssetMark Inc
96
AssetMark Inc
California
$12M 91,319 +91,319 New
DC
97
Derby & Company
Massachusetts
$11.8M 89,829 +3,435 +4%
MWM
98
Modera Wealth Management
New Jersey
$11.8M 89,398 +24,714 +38%
Citigroup
99
Citigroup
New York
$11.6M 88,399 +269 +0.3%
TSW
100
Thompson Siegel & Walmsley
Virginia
$11.2M 85,081 -9,774 -10%
2 3
4
5 6