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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 %
TW
201
Towerpoint Wealth
California
$4.45M 27,902 -1,086 -4%
SPIA
202
Steward Partners Investment Advisory
New York
$4.41M 27,642 +8,237 +42%
Creative Planning
203
Creative Planning
Kansas
$4.37M 27,384 -2,531 -8%
Principal Financial Group
204
Principal Financial Group
Iowa
$4.36M 27,352 -42,517 -61%
TFA
205
Tobias Financial Advisors
Florida
$4.27M 26,764 -4,119 -13%
Federated Hermes
206
Federated Hermes
Pennsylvania
$4.21M 26,404 +26,404 New
Barclays
207
Barclays
United Kingdom
$4.17M 26,138 +25,215 +2,732%
AB
208
Atlas Brown
Kentucky
$4.15M 26,052 -328 -1%
UB
209
UMB Bank
Missouri
$4.15M 26,020 +2,832 +12%
NC
210
NovaPoint Capital
Georgia
$4.09M 25,656 +14,520 +130%
LSPW
211
Lake Street Private Wealth
Illinois
$3.98M 24,967 +47 +0.2%
XF
212
XML Financial
Maryland
$3.98M 24,956 +1,814 +8%
MAM
213
Meeder Asset Management
Ohio
$3.92M 24,587 +11,922 +94%
IIC
214
Integrated Investment Consultants
Michigan
$3.83M 24,534 -1,203 -5%
OR
215
Olympiad Research
Connecticut
$3.81M 23,873 +23,873 New
NAM
216
NorthCoast Asset Management
Connecticut
$3.75M 23,455 +23,455 New
WPWM
217
Windward Private Wealth Management
Kansas
$3.74M 23,461 -3,025 -11%
SWM
218
Southern Wealth Management
Texas
$3.7M 23,199 +3,183 +16%
CS
219
Credit Suisse
Switzerland
$3.62M 22,705 -19,821 -47%
CWA
220
Cornerstone Wealth Advisors
Minnesota
$3.59M 22,478 +22,478 New
SBH
221
Segall Bryant & Hamill
Illinois
$3.57M 22,336 +4,425 +25%
RC
222
Rinet Company
Massachusetts
$3.55M 22,243 +7 +0%
MA
223
Mutual Advisors
Nebraska
$3.53M 22,102 -3,530 -14%
CCT
224
Country Club Trust
Missouri
$3.47M 21,856 +1,759 +9%
IA
225
IndexIQ Advisors
New York
$3.44M 21,554 -16,724 -44%
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