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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 %
CG
176
Corundum Group
Colorado
$5.93M -$102K -614 -2%
WB
177
WesBanco Bank
West Virginia
$5.93M +$259K +1,563 +5%
NC
178
Nicholas Company
Wisconsin
$5.83M -$4.12M -24,830 -41%
PGFC
179
Peapack-Gladstone Financial Corp
New Jersey
$5.69M +$228K +1,377 +4%
Comerica Bank
180
Comerica Bank
Texas
$5.51M -$449K -2,896 -8%
CA
181
Cetera Advisors
Colorado
$5.5M +$73.4K +443 +1%
MAM
182
McLean Asset Management
Virginia
$5.49M -$159K -1,016 -3%
GWM
183
Geneos Wealth Management
Colorado
$5.46M -$165K -996 -3%
WIC
184
Whitegate Investment Counselors
New Hampshire
$5.45M +$312K +1,885 +6%
WWM
185
Windsor Wealth Management
Indiana
$5.4M -$41.1K -248 -0.8%
BCWM
186
Bartlett & Co Wealth Management
Ohio
$5.39M -$237K -1,430 -4%
BC
187
Bartlett & Co
Ohio
$5.39M -$237K -1,430 -4%
GLLW
188
Graves Light Lenhart Wealth
Virginia
$5.36M +$199K +1,200 +4%
TCA
189
Transcend Capital Advisors
New Jersey
$5.33M +$124K +751 +2%
OCM
190
One Capital Management
California
$5.33M +$365K +2,203 +7%
Creative Planning
191
Creative Planning
Kansas
$5.22M +$680K +4,104 +15%
TD Asset Management
192
TD Asset Management
Ontario, Canada
$5.06M -$406K -2,540 -7%
WSFS
193
Wilmington Savings Fund Society
Delaware
$4.93M -$29.8K -180 -0.6%
AIA
194
Alera Investment Advisors
Illinois
$4.91M +$2.08M +12,563 +73%
EF
195
Empowered Funds
Pennsylvania
$4.9M -$8.92M -53,783 -65%
UOC
196
UBS O'Connor
Illinois
$4.88M +$4.88M +29,440 New
First Trust Advisors
197
First Trust Advisors
Illinois
$4.8M +$3.21M +19,360 +202%
Principal Financial Group
198
Principal Financial Group
Iowa
$4.69M +$156K +943 +3%
TFA
199
Tobias Financial Advisors
Florida
$4.59M +$152K +919 +3%
PAG
200
Private Advisor Group
New Jersey
$4.58M -$74.6K -450 -2%
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