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iShares Russell 2000 Value ETF
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Overview Fund Activity

767 hedge funds and large institutions have $8.54B invested in iShares Russell 2000 Value ETF in 2020 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 265 increasing their positions, 196 reducing their positions, and 41 closing their positions.

Holders
767
Holders Change
+134
Holders Change %
+21.17%
% of All Funds
13.61%
Holding in Top 10
44
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+37.5%
% of All Funds
0.78%
New
187
Increased
265
Reduced
196
Closed
41
Calls
$140M
Puts
$177M
Net Calls
-$37.1M
Net Calls Change
-$11.7M

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$154M
2
Morgan Stanley
2
Morgan Stanley
New York
$997M
3
Bank of America
3
Bank of America
North Carolina
$587M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$122M
5
RBA
5
Richard Bernstein Advisors
New York
$80.4M

Top Sellers

1
APF
1
Alaska Permanent Fund
Alaska
$488M
2
SV
2
Starboard Value
New York
$44.5M
3
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$0
4
SF
4
Synovus Financial
Georgia
$84.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$174M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$997M 7,567,013 +1,026,484 +16%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$651M 4,937,772 +1,114 +0%
Bank of America
3
Bank of America
North Carolina
$587M 4,455,757 +1,023,074 +30%
APF
4
Alaska Permanent Fund
Alaska
$488M 3,704,726 -773,464 -17%
TF
5
TIAA FSB
Florida
$388M 2,941,179 +274,385 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$210M 1,594,591 +151,318 +10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$199M 1,513,049 +9,368 +0.6%
Wells Fargo
8
Wells Fargo
California
$187M 1,422,157 +144,372 +11%
Goldman Sachs
9
Goldman Sachs
New York
$174M 1,319,895 -167,576 -11%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$154M 1,169,628 +1,169,628 New
Betterment LLC
11
Betterment LLC
New York
$153M 1,161,350 -40,746 -3%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$133M 1,008,465 -124,369 -11%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$122M 927,479 +645,551 +229%
UBS Group
14
UBS Group
Switzerland
$118M 897,103 +103,764 +13%
DADC
15
D.A. Davidson & Co
Montana
$114M 864,927 +80,074 +10%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$105M 800,168 -13,463 -2%
Truist Financial
17
Truist Financial
North Carolina
$96.6M 733,381 +356,845 +95%
Northern Trust
18
Northern Trust
Illinois
$95.3M 723,393 +22,365 +3%
JRP
19
Jasper Ridge Partners
California
$93.7M 711,171 +362,468 +104%
M&T Bank
20
M&T Bank
New York
$89M 675,518 -8,602 -1%
SF
21
Synovus Financial
Georgia
$84.6M 641,752 -212,784 -25%
Ameriprise
22
Ameriprise
Minnesota
$81.2M 615,776 +491,473 +395%
RBA
23
Richard Bernstein Advisors
New York
$80.4M 610,541 +610,541 New
B
24
Bailard
California
$73.2M 555,680 +521,583 +1,530%
LPL Financial
25
LPL Financial
California
$73M 554,349 +34,261 +7%
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