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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.

New
Increased
Maintained
Reduced
Closed
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
Wells Fargo
California
$564M
2
SRA
Summit Rock Advisors
New York
$119M
3
TF
TIAA FSB
Florida
$559M
4
CA
CSM Advisors
Pennsylvania
$79M
5
Bank of America
Bank of America
North Carolina
$1.27B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.18B
2
APF
Alaska Permanent Fund
Alaska
$203M
3
SMM
Stadion Money Management
Georgia
$0
4
Truist Financial
Truist Financial
North Carolina
$60.2M
5
Man Group
Man Group
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
126
Moneta Group Investment Advisors
Missouri
$12.1M -$645K -3,888 -5%
Stifel Financial
127
Stifel Financial
Missouri
$11.8M +$722K +4,356 +7%
Mariner
128
Mariner
Kansas
$11.4M +$526K +3,172 +5%
LFWA
129
LBJ Family Wealth Advisors
Texas
$11.2M -$452K -2,727 -4%
AA
130
AlphaMark Advisors
Kentucky
$11.1M -$3.62M -21,840 -25%
NSCM
131
New South Capital Management
Tennessee
$11.1M +$5.11M +30,830 +86%
RM
132
Resource Management
Louisiana
$11M -$232K -1,402 -2%
HWA
133
Hillcrest Wealth Advisors
New Jersey
$10.9M +$33.2K +200 +0.3%
Citadel Advisors
134
Citadel Advisors
Florida
$10.8M -$19.2M -116,033 -64%
TAM
135
Tocqueville Asset Management
New York
$10.8M -$331K -1,997 -3%
IFA
136
Interactive Financial Advisors
Illinois
$10.7M -$1.53M -9,224 -12%
BCM
137
Brookstone Capital Management
Illinois
$10.4M -$1.66M -10,335 -14%
AF
138
Allworth Financial
California
$10.4M -$516K -3,110 -5%
FHC
139
First Horizon Corporation
Tennessee
$10.3M +$378K +2,280 +4%
KAS
140
Kestra Advisory Services
Texas
$10.1M -$718K -4,330 -7%
CWC
141
Carolinas Wealth Consulting
North Carolina
$10.1M +$316K +1,908 +3%
A
142
AdvicePeriod
California
$10M -$508K -3,064 -5%
KeyBank National Association
143
KeyBank National Association
Ohio
$10M -$329K -1,987 -3%
RTS
144
Round Table Services
New Jersey
$9.62M +$9.62M +58,050 New
HIA
145
Harbor Investment Advisory
Maryland
$9.33M +$25.4K +153 +0.3%
CCFM
146
Clear Creek Financial Management
Washington
$9.14M +$9.14M +55,122 New
CWM
147
Chicago Wealth Management
Illinois
$9.06M +$356K +2,149 +4%
3F
148
360 Financial
Minnesota
$9.04M +$202K +1,217 +2%
GT
149
Glenmede Trust
Pennsylvania
$8.57M +$133K +800 +2%
Jane Street
150
Jane Street
New York
$8.37M +$8.37M +50,494 New
4 5
6
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