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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 %
GIA
201
GHP Investment Advisors
Colorado
$4.54M -$115K -695 -2%
William Blair & Company
202
William Blair & Company
Illinois
$4.53M -$455K -2,747 -9%
UB
203
UMB Bank
Missouri
$4.38M +$68.5K +413 +2%
XF
204
XML Financial
Maryland
$4.38M +$243K +1,465 +6%
AB
205
Atlas Brown
Kentucky
$4.27M -$44.8K -270 -1%
NC
206
NovaPoint Capital
Georgia
$4.27M +$14.1K +85 +0.3%
TW
207
Towerpoint Wealth
California
$4.26M -$361K -2,179 -8%
UAS
208
United Asset Strategies
New York
$4.24M -$473K -2,851 -10%
RFWA
209
RPg Family Wealth Advisory
Massachusetts
$4.21M +$4.21M +25,380 New
Cetera Investment Advisers
210
Cetera Investment Advisers
Illinois
$4.11M +$1.16M +6,978 +39%
SWM
211
Southern Wealth Management
Texas
$4.01M +$261K +1,612 +7%
IIC
212
Integrated Investment Consultants
Michigan
$3.94M +$65.8K +417 +2%
MAM
213
Meeder Asset Management
Ohio
$3.87M -$202K -1,219 -5%
WPWM
214
Windward Private Wealth Management
Kansas
$3.8M -$86.9K -524 -2%
SBH
215
Segall Bryant & Hamill
Illinois
$3.79M +$86.9K +524 +2%
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
$3.74M -$2M -12,060 -35%
MA
217
Mutual Advisors
Nebraska
$3.69M +$29.2K +176 +0.8%
CS
218
Credit Suisse
Switzerland
$3.61M -$154K -930 -4%
CWA
219
Cornerstone Wealth Advisors
Minnesota
$3.6M -$168K -1,005 -4%
RC
220
Rinet Company
Massachusetts
$3.59M -$97.8K -590 -3%
HB
221
Homrich & Berg
Georgia
$3.53M -$27.2K -164 -0.8%
CCT
222
Country Club Trust
Missouri
$3.51M -$109K -659 -3%
TYCC
223
Texas Yale Capital Corp
Florida
$3.49M – – –
EWM
224
Empirical Wealth Management
Washington
$3.45M +$801K +4,833 +30%
CCC
225
Crescent Capital Consulting
Louisiana
$3.43M -$1.37M -8,261 -29%
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