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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 %
BSW
126
Buckingham Strategic Wealth
Missouri
$8.49M 64,409 -1,054 -2%
HWA
127
Hillcrest Wealth Advisors
New Jersey
$8.4M 63,755 -250 -0.4%
FPCP
128
Fort Point Capital Partners
California
$8.3M 63,014 +9,035 +17%
FHC
129
First Horizon Corporation
Tennessee
$8.29M 62,919 +10,388 +20%
KeyBank National Association
130
KeyBank National Association
Ohio
$8.28M 62,845 -2,538 -4%
KAS
131
Kestra Advisory Services
Texas
$8.28M 62,864 +10,575 +20%
NSCM
132
New South Capital Management
Tennessee
$8M 60,700 +60,700 New
CWC
133
Carolinas Wealth Consulting
North Carolina
$7.99M 60,665 -344 -0.6%
A
134
AdvicePeriod
California
$7.99M 60,613 -5,332 -8%
SWPG
135
Strategic Wealth Partners Group
Illinois
$7.93M 60,175 +1,178 +2%
NC
136
Nicholas Company
Wisconsin
$7.91M 60,000 +60,000 New
FWM
137
FSA Wealth Management
Massachusetts
$7.77M 58,942 +4,282 +8%
PCIA
138
Prime Capital Investment Advisors
Kansas
$7.66M 58,159 +58,159 New
HIA
139
Harbor Investment Advisory
Maryland
$7.17M 54,428 +2,483 +5%
Stifel Financial
140
Stifel Financial
Missouri
$7.09M 53,841 +21,603 +67%
EARNEST Partners
141
EARNEST Partners
Georgia
$6.88M 52,237 +51,286 +5,393%
TAM
142
Tocqueville Asset Management
New York
$6.87M 52,106 +8,539 +20%
MCWS
143
McKinley Carter Wealth Services
West Virginia
$6.86M 52,077 +21,057 +68%
CWM
144
Chicago Wealth Management
Illinois
$6.8M 51,617 +1,328 +3%
3F
145
360 Financial
Minnesota
$6.75M 51,256 +1,637 +3%
GT
146
Glenmede Trust
Pennsylvania
$6.63M 50,347 -3,247 -6%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$6.42M 48,720 +32,553 +201%
PMAM
148
Picton Mahoney Asset Management
Ontario, Canada
$6.3M 47,850 -30,315 -39%
HW
149
Hancock Whitney
Mississippi
$5.98M 45,397 -2,835 -6%
State Street
150
State Street
Massachusetts
$5.87M 44,585 -13,538 -23%
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