Who owns iShares Russell 2000 Value Index?

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Analyze quarterly positions in iShares Russell 2000 Value Index with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares Russell 2000 Value Index stock

Who bought or sold iShares Russell 2000 Value Index this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of
Morgan Stanley 7.6M $997M 16% Dec 2020
Jones Financial Companies, L.L 4.9M $651M 0% Dec 2020
Bank of America Corporation 4.9M $640M 27% Dec 2020
Alaska Permanent Fund Corp 3.7M $488M -17% Dec 2020
Tiaa 2.9M $388M 10% Dec 2020
Envestnet Asset Management 1.6M $210M 10% Dec 2020
Commonwealth Equity Services 1.5M $199M 1% Dec 2020
Wells Fargo & Company 1.4M $187M 11% Dec 2020
Goldman Sachs Group 1.3M $174M -11% Dec 2020
CloudAlpha Capital Management Limited/Hong Kong 1.2M $158M 100% Dec 2020
Neuberger Berman Group 1.2M $154M 100% Dec 2020

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Betterment 1.2M $153M -3% Dec 2020
Amerivest Investment Management 1.0M $133M -11% Dec 2020
Jpmorgan Chase & Co 928k $122M 229% Dec 2020
UBS Group 897k $118M 13% Dec 2020
D.A. Davidson & Co. 865k $114M 10% Dec 2020
Pnc Financial Services 800k $105M -2% Dec 2020
Branch Banking & Trust Company 733k $97M 95% Dec 2020
Northern Trust 723k $95M 3% Dec 2020
Jasper Ridge Partners 711k $94M 104% Dec 2020
M^T Bank Corporation 676k $89M -1% Dec 2020
Synovus Financial Corp. 642k $85M -25% Dec 2020
Ameriprise Financial 616k $81M 395% Dec 2020
Richard Bernstein Advisors 611k $80M 100% Dec 2020
Bailard 556k $73M 1530% Dec 2020
LPL Financial 554k $73M 7% Dec 2020
Victory Capital Management 534k $70M -14% Dec 2020
Royal Bank of Canada 532k $70M -17% Dec 2020
Susquehanna International 526k $69M 116% Dec 2020
Stadion Money Management 476k $63M 100% Dec 2020
Us Bancorp 465k $61M 13% Dec 2020
Commerce Bank N A 450k $59M 12% Dec 2020
Stephens Group Asset Management 439k $58M 0% Dec 2020
BlackRock 393k $52M 55% Dec 2020
Vaughan Nelson Investment Management 392k $52M 17% Dec 2020
Shapiro Capital Management 382k $50M -2% Dec 2020
Oxford Financial 351k $46M -4% Dec 2020
Bank of New York Mellon 348k $46M 18% Dec 2020
Starboard Value 338k $45M -65% Dec 2020
EP Wealth Advisors 334k $44M 4% Dec 2020
Sei Investments 332k $44M 2% Dec 2020
Badgley Phelps Investment Managers 281k $37M 79% Dec 2020
Advisors Preferred 277k $36M 100% Dec 2020
SRS Capital Advisors 248k $33M 2% Dec 2020
Financial Network Investment Corporation 234k $31M 1381% Dec 2020
Whittier Trust 232k $31M 136% Dec 2020
Comprehensive Financial Management 231k $30M 0% Dec 2020
CIBC Global Asset Management 229k $30M 100% Dec 2020
Brown Advisory Holdings Incorporated 211k $28M 45% Dec 2020
Brandywine Global Investment Management 210k $28M 1070% Dec 2020
Waldron 203k $27M -5% Dec 2020
Ariel Investments 201k $27M 138% Dec 2020
Amg National Trust Bank 197k $26M -1% Dec 2020
HighTower Advisors 195k $26M 19% Dec 2020
Raymond James & Associates 194k $26M 3% Dec 2020
Aristotle Capital Boston 184k $24M -15% Dec 2020
Veritable 183k $24M 0% Dec 2020
Stephens 182k $24M -24% Dec 2020
Citigroup 181k $24M 4% Dec 2020
CastleArk Management 167k $22M 100% Dec 2020
Zhang Financial 165k $22M -8% Dec 2020
DuPont Capital Management Corporation 159k $21M 13% Dec 2020
Courier Capital Corp 155k $20M 2% Dec 2020
Kayne Anderson Rudnick Investment Management 154k $20M 55% Dec 2020
Fiduciary Trust Company 153k $20M 1% Dec 2020
Jacobs Levy Equity Management 146k $19M 0% Dec 2020
Raymond James Financial Services Advisors 142k $19M 9% Dec 2020
James Investment Research 138k $18M 1439% Dec 2020
Duff & Phelps Investment Management 138k $18M 0% Dec 2020
SG Americas Securities 136k $18M 732% Dec 2020
Rsm Us Wealth Management 135k $18M 6% Dec 2020
Baystate Wealth Management 133k $18M 3% Dec 2020
Advisor Group Holdings 132k $17M 6% Dec 2020
Alliancebernstein 131k $17M 30% Dec 2020
Forward Management 127k $17M 100% Dec 2020
UnionBanCal Corporation 119k $16M 4% Dec 2020
Bridges Investment Management 114k $15M 0% Dec 2020
Bbva Usa Bancshares 111k $15M -1% Dec 2020
Johnson Investment Counsel 111k $15M 73% Dec 2020
WoodTrust Financial Corp 111k $15M 1% Dec 2020
First Republic Investment Management 110k $15M 46% Dec 2020
Aspiriant 109k $14M 5% Dec 2020
Fifth Third Bancorp 108k $14M 47% Dec 2020
Alerus Financial 107k $14M 1% Dec 2020
Citadel Advisors 105k $14M -9% Dec 2020
Churchill Management Corp. 99k $16M -1% Mar 2021
GW & Wade 97k $13M 19% Dec 2020
Crestone Asset Management 95k $13M -4% Dec 2020
Capital Directions Investment Advisory 95k $13M 1% Dec 2020
F3Logic 94k $12M 3% Dec 2020
Hsbc Holdings 94k $12M 0% Dec 2020
Calamos Advisors 94k $12M 0% Dec 2020
AlphaMark Advisors 94k $12M 7% Dec 2020
Flaharty Asset Management 93k $12M 4% Dec 2020
Whittier Trust Co. of Nevada 92k $12M 157% Dec 2020
Franklin Resources 92k $12M -5% Dec 2020
Assetmark 91k $12M 100% Dec 2020
Derby & Company 90k $12M 4% Dec 2020
Modera Wealth Management 89k $12M 38% Dec 2020
Thompson, Siegel, & Walmsley 85k $11M -10% Dec 2020
Empowered Funds 83k $11M 100% Dec 2020
Baird Financial 83k $11M 15% Dec 2020
Bnp Paribas Arbitrage, Snc 82k $11M 1% Dec 2020
Covenant Partners 82k $11M -1% Dec 2020
Concentric Wealth Management 82k $11M 2% Dec 2020
Silvercrest Asset Management Group 78k $10M 62% Dec 2020
Deane Retirement Strategies 77k $12M 108% Mar 2021
MAI Wealth Advisors 76k $10M 18% Dec 2020
Moneta Group Investment Advisors 75k $9.9M -20% Dec 2020
Broadmark Asset Management 74k $9.7M 100% Dec 2020
Mml Investors Services 73k $9.6M -3% Dec 2020
Powell Investment Advisors 73k $9.6M 2% Dec 2020
Brookstone Capital Management 73k $9.6M 32% Dec 2020
Interactive Financial Advisors 72k $9.4M -6% Dec 2020
Mariner Wealth Advisors 72k $9.5M 45% Dec 2020
Old Mission Capital 72k $9.5M 100% Dec 2020
Hanson McClain Advisors 70k $9.3M -40% Dec 2020
Atlantic Trust 70k $9.3M 99% Dec 2020
LBJ Family Wealth Advisors 70k $9.2M 0% Dec 2020
Principal Financial Group 70k $9.2M 84% Dec 2020
Windsor Creek Advisors 69k $9.1M -9% Dec 2020
Resource Management 68k $8.9M -22% Dec 2020
Millennium Management 67k $8.9M 100% Dec 2020
Sonata Capital 67k $8.8M 4% Dec 2020
FormulaFolio Investments 66k $8.7M 100% Dec 2020
Cambridge Investment Research Advisors 65k $8.6M 12% Dec 2020
Buckingham Asset Management 64k $8.5M -2% Dec 2020
Hillcrest Wealth Advisors - NY 64k $8.4M 0% Dec 2020
Fort Point Capital Partners 63k $8.3M 17% Dec 2020
First Horizon National Corp 63k $8.3M 20% Dec 2020
Kestra Advisory Services 63k $8.3M 20% Dec 2020
Keybank National Association 63k $8.3M -4% Dec 2020
Bank Of Montreal 62k $8.7M 2% Dec 2020
Jordan Park Group 62k $8.2M -9% Dec 2020
New South Capital Management 61k $8.0M 100% Dec 2020
Carolinas Wealth Consulting 61k $8.0M -1% Dec 2020
AdvicePeriod 61k $8.0M -8% Dec 2020
Strategic Wealth Partners 60k $7.9M 2% Dec 2020
Nicholas Company 60k $7.9M 100% Dec 2020
FSA Wealth Management 59k $7.8M 8% Dec 2020
Prime Capital Investment Advisors 58k $7.7M 100% Dec 2020
Harbor Investment Advisory 54k $7.2M 5% Dec 2020
Wolverine Asset Management 54k $7.2M 100% Dec 2020
Stifel Financial 54k $7.1M 67% Dec 2020
Earnest Partners 52k $6.9M 5393% Dec 2020
Tocqueville Asset Management 52k $6.9M 20% Dec 2020
McKinley Carter Wealth Services 52k $6.9M 68% Dec 2020
Compton Wealth Advisory Group 52k $6.8M 100% Dec 2020
Chicago Wealth Management 52k $6.8M 3% Dec 2020
Glenmede Trust Company 50k $6.6M -6% Dec 2020
Picton Mahoney Asset Management 48k $6.3M -39% Dec 2020
State Street Corporation 45k $5.9M -23% Dec 2020
Tower Research Capital 35k $4.7M -59% Dec 2020
Clear Creek Financial Management 32k $4.3M -75% Dec 2020
Jane Street 32k $4.2M -87% Dec 2020
Telemus Capital 1.8k $238k -97% Dec 2020

Who sold out of iShares Russell 2000 Value Index?

Fund or Company Name Date Sold Shares Held Valued At
Sumitomo Mitsui Financial Sep 2020 334k $33M
Squarepoint Ops Sep 2020 79k $7.8M
Moore Capital Management Sep 2020 70k $7.0M
Flow Traders US Sep 2020 59k $5.8M