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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 %
Morgan Stanley
1
Morgan Stanley
New York
$1.29B 8,077,696 +510,683 +7%
Bank of America
2
Bank of America
North Carolina
$1.16B 7,304,711 +2,848,954 +64%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$705M 4,403,611 -534,161 -11%
TF
4
TIAA FSB
Florida
$449M 2,817,872 -123,307 -4%
Wells Fargo
5
Wells Fargo
California
$339M 2,128,751 +706,594 +50%
APF
6
Alaska Permanent Fund
Alaska
$317M 1,990,100 -1,714,626 -46%
RBA
7
Richard Bernstein Advisors
New York
$277M 1,737,266 +1,126,725 +185%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$261M 1,633,759 +39,168 +2%
AIA
9
Angeles Investment Advisors
California
$241M 1,511,700 +1,511,700 New
Ameriprise
10
Ameriprise
Minnesota
$230M 1,442,388 +826,612 +134%
Goldman Sachs
11
Goldman Sachs
New York
$219M 1,375,161 +55,266 +4%
Betterment LLC
12
Betterment LLC
New York
$177M 1,109,064 -52,286 -5%
UBS Group
13
UBS Group
Switzerland
$164M 1,029,274 +132,171 +15%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$164M 1,027,157 -485,892 -32%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$159M 994,763 -174,865 -15%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$136M 853,395 +53,227 +7%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$133M 1,008,465 – –
Northern Trust
18
Northern Trust
Illinois
$127M 798,616 +75,223 +10%
DADC
19
D.A. Davidson & Co
Montana
$126M 791,698 -73,229 -8%
Truist Financial
20
Truist Financial
North Carolina
$123M 772,493 +39,112 +5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$112M 701,796 +169,997 +32%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$109M 683,004 +657,042 +2,531%
M&T Bank
23
M&T Bank
New York
$104M 653,093 -22,425 -3%
CB
24
Commerce Bank
Missouri
$94.1M 590,039 +139,733 +31%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$93.6M 586,956 -340,523 -37%
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