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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 Market Value Shares Shares
Change 		Shares
Change %
SF
76
Synovus Financial
Georgia
$23.4M 140,954 +3,285 +2%
CL
77
Choreo LLC
Illinois
$23.1M 139,258 -4,476 -3%
DPIM
78
Duff & Phelps Investment Management
Illinois
$22.9M 138,390 +500 +0.4%
AL
79
Aspiriant LLC
California
$21.8M 131,404 +24,521 +23%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$21.5M 129,587 +4,512 +4%
MCWS
81
McKinley Carter Wealth Services
West Virginia
$21.4M 129,112 +36,850 +40%
SEM
82
Strategic Equity Management
Arizona
$21.2M 127,736 +127,736 New
CC
83
Cassaday & Co
Virginia
$20.8M 125,666 +6,966 +6%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$20.8M 125,334 +21,805 +21%
WTC
85
WhitTier Trust Company
Nevada
$20.3M 122,466 +2,550 +2%
JIC
86
Johnson Investment Counsel
Ohio
$19.9M 119,793 -27 -0%
AI
87
Ariel Investments
Illinois
$19.8M 119,566 -46,855 -28%
HIIFS
88
Harel Insurance Investments & Financial Services
Israel
$19.7M 36,500 +14,483 +66%
SPWG
89
Sage Private Wealth Group
Illinois
$19.4M 117,036 +4,821 +4%
LOAMU
90
Lombard Odier Asset Management (USA)
New York
$19.1M 115,000 -228,600 -67%
BU
91
BBVA USA
Alabama
$19.1M 114,969 +114,969 New
AllianceBernstein
92
AllianceBernstein
Tennessee
$19M 114,449 +12,265 +12%
MA
93
MUFG Americas
New York
$18.8M 113,487 -1,626 -1%
OFG
94
Oxford Financial Group
Indiana
$18.7M 112,526 -237,462 -68%
Jacobs Levy Equity Management
95
Jacobs Levy Equity Management
New Jersey
$17.9M 108,060 -38,100 -26%
WF
96
WoodTrust Financial
Wisconsin
$17.7M 106,723 -1,764 -2%
GW
97
GW & Wade
Massachusetts
$17.5M 105,607 +6,736 +7%
SV
98
Starboard Value
New York
$17.1M 103,000 -234,777 -70%
FAM
99
Flaharty Asset Management
Florida
$16.7M 100,654 +4,138 +4%
CM
100
Churchill Management
California
$16.3M 98,542 +26 +0%
2 3
4
5 6