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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 %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$14.9M 93,666 +63,757 +213%
MCWS
102
McKinley Carter Wealth Services
West Virginia
$14.7M 92,262 +40,185 +77%
AA
103
AlphaMark Advisors
Kentucky
$14.1M 88,674 -5,152 -5%
MWM
104
Modera Wealth Management
New Jersey
$14.1M 88,169 -1,229 -1%
Franklin Resources
105
Franklin Resources
California
$14M 87,540 -4,133 -5%
SCG
106
Sonata Capital Group
Washington
$13.8M 86,555 +19,831 +30%
BIM
107
Bridges Investment Management
Nebraska
$13.4M 84,255 -30,148 -26%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$13.3M 83,376 -10,816 -11%
PFA
109
Paradigm Financial Advisors
Missouri
$13.2M 82,872 +72,937 +734%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$13.2M 82,748 -578 -0.7%
Kayne Anderson Rudnick Investment Management
111
Kayne Anderson Rudnick Investment Management
California
$13.1M 82,318 -71,845 -47%
CP
112
Covenant Partners
Tennessee
$13M 81,428 -511 -0.6%
CWM
113
Concentric Wealth Management
California
$12.9M 81,109 -502 -0.6%
PIA
114
Powell Investment Advisors
Florida
$12.8M 80,259 +7,219 +10%
FPCP
115
Fort Point Capital Partners
California
$12.7M 79,826 +16,812 +27%
BGIM
116
Brandywine Global Investment Management
Pennsylvania
$12.6M 79,061 -130,566 -62%
DRS
117
Deane Retirement Strategies
Louisiana
$12.4M 77,137 +40,018 +108%
F
118
F3Logic
Minnesota
$12.3M 77,199 -17,027 -18%
MGIA
119
Moneta Group Investment Advisors
Missouri
$12.2M 76,585 +1,291 +2%
TSW
120
Thompson Siegel & Walmsley
Virginia
$12.1M 76,068 -9,013 -11%
SW
121
SVB Wealth
Massachusetts
$12M 75,222 +36,882 +96%
BCM
122
Brookstone Capital Management
Illinois
$11.9M 74,932 +2,202 +3%
CAM
123
Crestone Asset Management
Colorado
$11.8M 74,005 -21,223 -22%
IFA
124
Interactive Financial Advisors
Illinois
$11.8M 73,896 +1,870 +3%
HIIFS
125
Harel Insurance Investments & Financial Services
Israel
$11.7M 22,017 +22,017 New
3 4
5
6 7