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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 %
HSA
76
HBK Sorce Advisory
Pennsylvania
$22.6M 141,666 +133,426 +1,619%
AI
77
Accredited Investors
Minnesota
$22.1M 138,663 +138,663 New
DPIM
78
Duff & Phelps Investment Management
Illinois
$22M 137,890 – –
SF
79
Synovus Financial
Georgia
$22M 137,669 -504,083 -79%
SG Americas Securities
80
SG Americas Securities
New York
$20.4M 128,207 -7,910 -6%
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$19.9M 125,075 +54,853 +78%
WTC
82
WhitTier Trust Company
Nevada
$19.1M 119,916 +27,509 +30%
JIC
83
Johnson Investment Counsel
Ohio
$19.1M 119,820 +9,084 +8%
CC
84
Cassaday & Co
Virginia
$18.9M 118,700 +385 +0.3%
MA
85
MUFG Americas
New York
$18.4M 115,113 -4,335 -4%
WC
86
Wexford Capital
Florida
$18M 113,103 +113,103 New
SPWG
87
Sage Private Wealth Group
Illinois
$17.9M 112,215 +112,215 New
DCM
88
Dupont Capital Management
Delaware
$17.9M 112,057 -47,276 -30%
BUB
89
BBVA USA Bancshares
Texas
$17.7M 111,064 -348 -0.3%
WF
90
WoodTrust Financial
Wisconsin
$17.3M 108,487 -2,100 -2%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$17.2M 107,560 +25,384 +31%
AL
92
Aspiriant LLC
California
$17M 106,883 -1,814 -2%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$16.5M 103,529 +38,528 +59%
AllianceBernstein
94
AllianceBernstein
Tennessee
$16.3M 102,184 -28,792 -22%
Allianz Asset Management
95
Allianz Asset Management
Germany
$16M 100,383 +100,383 New
GW
96
GW & Wade
Massachusetts
$15.8M 98,871 +1,702 +2%
CM
97
Churchill Management
California
$15.7M 98,516 -1,100 -1%
FAM
98
Flaharty Asset Management
Florida
$15.4M 96,516 +3,648 +4%
Calamos Advisors
99
Calamos Advisors
Illinois
$15M 93,905 – –
DC
100
Derby & Company
Massachusetts
$15M 93,755 +3,926 +4%
2 3
4
5 6