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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 %
AssetMark Inc
176
AssetMark Inc
California
$5.74M 35,981 -55,338 -61%
NSCM
177
New South Capital Management
Tennessee
$5.73M 35,900 -24,800 -41%
Susquehanna International Group
178
Susquehanna International Group
Pennsylvania
$5.52M 34,641 -100,875 -74%
GWM
179
Geneos Wealth Management
Colorado
$5.52M 33,993 +900 +3%
WB
180
WesBanco Bank
West Virginia
$5.45M 34,193 +34,193 New
TD Asset Management
181
TD Asset Management
Ontario, Canada
$5.44M 34,139 +2,801 +9%
BCWM
182
Bartlett & Co Wealth Management
Ohio
$5.42M 33,971 -7,545 -18%
BC
183
Bartlett & Co
Ohio
$5.42M 33,971 -7,545 -18%
RWG
184
Regal Wealth Group
California
$5.41M 33,913 +133 +0.4%
PGFC
185
Peapack-Gladstone Financial Corp
New Jersey
$5.25M 32,930 +48 +0.1%
WWM
186
Windsor Wealth Management
Indiana
$5.23M 32,802 +408 +1%
CA
187
Cetera Advisors
Colorado
$5.22M 32,722 +5,195 +19%
MLL
188
Moody Lynn & Lieberson
Massachusetts
$5.21M 32,652 +15,785 +94%
TCA
189
Transcend Capital Advisors
New Jersey
$5.02M 31,464 +20,572 +189%
GLLW
190
Graves Light Lenhart Wealth
Virginia
$4.96M 31,114 +158 +0.5%
SWA
191
Stratos Wealth Advisors
Ohio
$4.95M 31,052 +20,498 +194%
WIC
192
Whitegate Investment Counselors
New Hampshire
$4.94M 30,988 – –
William Blair & Company
193
William Blair & Company
Illinois
$4.8M 30,096 -10,070 -25%
Thrivent Financial for Lutherans
194
Thrivent Financial for Lutherans
Minnesota
$4.8M 30,080 +30,080 New
OCM
195
One Capital Management
California
$4.78M 29,963 -2,228 -7%
WSFS
196
Wilmington Savings Fund Society
Delaware
$4.77M 29,929 -1,035 -3%
CCC
197
Crescent Capital Consulting
Louisiana
$4.62M 28,969 +9,015 +45%
UAS
198
United Asset Strategies
New York
$4.53M 28,406 -741 -3%
PAG
199
Private Advisor Group
New Jersey
$4.48M 28,089 +594 +2%
GIA
200
GHP Investment Advisors
Colorado
$4.48M 28,066 -1,324 -5%
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