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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 %
Citigroup
126
Citigroup
New York
$11.2M 70,494 -17,905 -20%
LFWA
127
LBJ Family Wealth Advisors
Texas
$11.2M 70,032 +113 +0.2%
EF
128
Empowered Funds
Pennsylvania
$11M 83,361 – –
RM
129
Resource Management
Louisiana
$10.8M 67,731 +277 +0.4%
TAM
130
Tocqueville Asset Management
New York
$10.7M 67,196 +15,090 +29%
Stifel Financial
131
Stifel Financial
Missouri
$10.7M 66,888 +13,047 +24%
Mariner
132
Mariner
Kansas
$10.5M 65,719 -6,268 -9%
AF
133
Allworth Financial
California
$10.5M 65,676 -4,686 -7%
HWA
134
Hillcrest Wealth Advisors
New Jersey
$10.5M 65,621 +1,866 +3%
KAS
135
Kestra Advisory Services
Texas
$10.5M 65,548 +2,684 +4%
A
136
AdvicePeriod
California
$10.1M 63,464 +2,851 +5%
WCA
137
Windsor Creek Advisors
Vermont
$10.1M 63,262 -5,634 -8%
MML Investors Services
138
MML Investors Services
Massachusetts
$10M 62,822 -10,239 -14%
KeyBank National Association
139
KeyBank National Association
Ohio
$9.94M 62,329 -516 -0.8%
FHC
140
First Horizon Corporation
Tennessee
$9.59M 60,107 -2,812 -4%
NC
141
Nicholas Company
Wisconsin
$9.57M 60,000 – –
CWC
142
Carolinas Wealth Consulting
North Carolina
$9.45M 59,285 -1,380 -2%
SWPG
143
Strategic Wealth Partners Group
Illinois
$9.43M 59,160 -1,015 -2%
HIA
144
Harbor Investment Advisory
Maryland
$8.95M 56,099 +1,671 +3%
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$8.86M 55,247 -7,013 -11%
PCIA
146
Prime Capital Investment Advisors
Kansas
$8.77M 55,013 -3,146 -5%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$8.52M 53,426 +4,706 +10%
3F
148
360 Financial
Minnesota
$8.5M 53,325 +2,069 +4%
CWM
149
Chicago Wealth Management
Illinois
$8.37M 52,483 +866 +2%
BSW
150
Buckingham Strategic Wealth
Missouri
$8.16M 51,174 -13,235 -21%
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