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
Bank of America Corporation 7.3M $1.2B 50% Mar 2021
Jones Financial Companies, L.L 4.4M $702M -11% Mar 2021
Tiaa 2.8M $449M -4% Mar 2021
Wells Fargo & Company 2.1M $340M 50% Mar 2021
Alaska Permanent Fund Corp 2.0M $317M -46% Mar 2021
Richard Bernstein Advisors 1.7M $277M 185% Mar 2021
Envestnet Asset Management 1.6M $261M 2% Mar 2021
Angeles Investment 1.5M $241M 100% Mar 2021
Ameriprise Financial 1.4M $230M 134% Mar 2021
Goldman Sachs Group 1.4M $219M 4% Mar 2021
Betterment 1.1M $177M -5% Mar 2021

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UBS Group 1.0M $164M 15% Mar 2021
Commonwealth Equity Services 1.0M $164M -32% Mar 2021
Amerivest Investment Management 1.0M $133M 0% Mar 2021
Neuberger Berman Group 995k $159M -15% Mar 2021
Pnc Financial Services 853k $136M 7% Mar 2021
Northern Trust 799k $129M 10% Mar 2021
D.A. Davidson & Co. 792k $126M -8% Mar 2021
Branch Banking & Trust Company 773k $123M 5% Mar 2021
Royal Bank of Canada 702k $112M 32% Mar 2021
FMR 683k $109M 2531% Mar 2021
Susquehanna International 654k $104M 24% Mar 2021
M^T Bank Corporation 653k $104M -3% Mar 2021
Commerce Bank N A 590k $94M 31% Mar 2021
Jpmorgan Chase & Co 587k $94M -37% Mar 2021
LPL Financial 571k $91M 3% Mar 2021
Advisors Preferred 567k $92M 105% Mar 2021
Jasper Ridge Partners 537k $86M -25% Mar 2021
Bailard 535k $85M -4% Mar 2021
BlackRock 529k $84M 35% Mar 2021
Victory Capital Management 492k $79M -8% Mar 2021
Stadion Money Management 476k $76M 0% Mar 2021
Us Bancorp 464k $74M 0% Mar 2021
G. W. Henssler & Associates 435k $69M 100% Mar 2021
Honkamp Krueger Financial Services 434k $69M 9839% Mar 2021
Bank of New York Mellon 429k $68M 23% Mar 2021
Stephens Group Asset Management 397k $63M -10% Mar 2021
Vaughan Nelson Investment Management 389k $62M -1% Mar 2021
Oxford Financial 350k $56M 0% Mar 2021
Starboard Value 338k $54M 0% Mar 2021
Sei Investments 326k $52M -2% Mar 2021
Citadel Advisors 323k $52M 208% Mar 2021
Badgley Phelps Investment Managers 319k $51M 14% Mar 2021
Facet Wealth 291k $46M 16% Mar 2021
Factorial Partners 255k $1.6M 1189% Mar 2021
Brown Advisory Holdings Incorporated 250k $40M 18% Mar 2021
Whittier Trust 240k $38M 3% Mar 2021
Raymond James & Associates 230k $37M 18% Mar 2021
Amg National Trust Bank 224k $36M 13% Mar 2021
Financial Network Investment Corporation 215k $34M -8% Mar 2021
Wealth Enhancement Advisory Services 213k $34M 100% Mar 2021
Raymond James Financial Services Advisors 210k $34M 48% Mar 2021
Veritable 208k $33M 14% Mar 2021
HighTower Advisors 198k $32M 2% Mar 2021
First Republic Investment Management 194k $31M 76% Mar 2021
Waldron 189k $30M -7% Mar 2021
Cutler 188k $30M 2343% Mar 2021
Stephens 186k $30M 2% Mar 2021
Shapiro Capital Management 181k $29M -52% Mar 2021
Aristotle Capital Boston 181k $29M -2% Mar 2021
HWG Holdings 173k $28M 100% Mar 2021
MAI Wealth Advisors 172k $27M 125% Mar 2021
CastleArk Management 167k $27M 0% Mar 2021
Ariel Investments 166k $27M -17% Mar 2021
Fifth Third Bancorp 153k $24M 42% Mar 2021
Advisor Group Holdings 151k $24M 15% Mar 2021
Zhang Financial 151k $24M -8% Mar 2021
Fiduciary Trust Company 150k $24M -2% Mar 2021
Courier Capital Corp 149k $24M -4% Mar 2021
Jacobs Levy Equity Management 146k $23M 0% Mar 2021
James Investment Research 144k $23M 4% Mar 2021
Rsm Us Wealth Management 144k $23M 6% Mar 2021
HBK Sorce Advisory 142k $23M 1619% Mar 2021
Accredited Investors 139k $22M 100% Mar 2021
Duff & Phelps Investment Management 138k $22M 0% Mar 2021
Synovus Financial Corp. 138k $22M -79% Mar 2021
SG Americas Securities 128k $20M -6% Mar 2021
Atlantic Trust 125k $20M 78% Mar 2021
Whittier Trust Co. of Nevada 120k $19M 30% Mar 2021
Johnson Investment Counsel 120k $19M 8% Mar 2021
UnionBanCal Corporation 115k $18M -4% Mar 2021
Wexford Capital 113k $18M 100% Mar 2021
Sage Private Wealth Group 112k $18M 100% Mar 2021
DuPont Capital Management Corporation 112k $18M -30% Mar 2021
Bbva Usa Bancshares 111k $18M 0% Mar 2021
WoodTrust Financial Corp 109k $17M -2% Mar 2021
Bnp Paribas Arbitrage, Snc 108k $17M 31% Mar 2021
Aspiriant 107k $17M -2% Mar 2021
Cambridge Investment Research Advisors 104k $17M 59% Mar 2021
Alliancebernstein 102k $16M -22% Mar 2021
Allianz Asset Management 100k $16M 100% Mar 2021
Wolverine Trading 99k $16M 100% Mar 2021
GW & Wade 99k $16M 2% Mar 2021
Churchill Management Corp. 99k $16M -1% Mar 2021
Flaharty Asset Management 97k $15M 4% Mar 2021
Calamos Advisors 94k $15M 0% Mar 2021
Derby & Company 94k $15M 4% Mar 2021
Rockefeller Capital Management 94k $15M 213% Mar 2021
McKinley Carter Wealth Services 92k $15M 77% Mar 2021
AlphaMark Advisors 89k $14M -5% Mar 2021
Modera Wealth Management 88k $14M -1% Mar 2021
Franklin Resources 88k $14M -5% Mar 2021
Sonata Capital 87k $14M 30% Mar 2021
Bridges Investment Management 84k $14M -26% Mar 2021
Hsbc Holdings 83k $13M -11% Mar 2021
Empowered Funds 83k $11M 0% Mar 2021
Paradigm Financial Advisors 83k $13M 734% Mar 2021
Baird Financial 83k $13M -1% Mar 2021
Kayne Anderson Rudnick Investment Management 82k $13M -47% Mar 2021
Covenant Partners 81k $13M -1% Mar 2021
Concentric Wealth Management 81k $13M -1% Mar 2021
Powell Investment Advisors 80k $13M 10% Mar 2021
Fort Point Capital Partners 80k $13M 27% Mar 2021
Brandywine Global Investment Management 79k $13M -62% Mar 2021
Bank of Nova Scotia 78k $13M 2063% Mar 2021
F3Logic 77k $12M -18% Mar 2021
Deane Retirement Strategies 77k $12M 108% Mar 2021
Moneta Group Investment Advisors 77k $12M 2% Mar 2021
Thompson, Siegel, & Walmsley 76k $12M -11% Mar 2021
Bp Wealth Management 75k $12M 96% Mar 2021
Brookstone Capital Management 75k $12M 3% Mar 2021
Crestone Asset Management 74k $12M -22% Mar 2021
Interactive Financial Advisors 74k $12M 3% Mar 2021
Citigroup 71k $11M -61% Mar 2021
LBJ Family Wealth Advisors 70k $11M 0% Mar 2021
Resource Management 68k $11M 0% Mar 2021
Tocqueville Asset Management 67k $11M 29% Mar 2021
Stifel Financial 67k $11M 24% Mar 2021
Mariner Wealth Advisors 66k $11M -9% Mar 2021
Hanson McClain Advisors 66k $11M -7% Mar 2021
Hillcrest Wealth Advisors - NY 66k $11M 3% Mar 2021
Kestra Advisory Services 66k $11M 4% Mar 2021
AdvicePeriod 64k $10M 5% Mar 2021
Windsor Creek Advisors 63k $10M -8% Mar 2021
Mml Investors Services 63k $10M -14% Mar 2021
Keybank National Association 62k $9.9M -1% Mar 2021
First Horizon National Corp 60k $9.6M -4% Mar 2021
Nicholas Company 60k $9.6M 0% Mar 2021
Jordan Park Group 60k $9.5M -3% Mar 2021
Carolinas Wealth Consulting 59k $9.5M -2% Mar 2021
Strategic Wealth Partners 59k $9.4M -2% Mar 2021
Harbor Investment Advisory 56k $8.9M 3% Mar 2021
Bank Of Montreal 55k $8.9M -11% Mar 2021
Prime Capital Investment Advisors 55k $8.8M -5% Mar 2021
Janney Montgomery Scott 53k $8.5M 10% Mar 2021
360 Financial 53k $8.5M 4% Mar 2021
Chicago Wealth Management 53k $8.4M 2% Mar 2021
Wolverine Asset Management 52k $8.2M -5% Mar 2021
Buckingham Asset Management 51k $8.2M -21% Mar 2021
RT Capital Management 50k $7.9M 100% Mar 2021
FSA Wealth Management 43k $6.8M -28% Mar 2021
Silvercrest Asset Management Group 37k $5.8M -53% Mar 2021
Assetmark 36k $5.7M -61% Mar 2021
New South Capital Management 36k $5.7M -41% Mar 2021
Principal Financial Group 27k $4.4M -61% Mar 2021
Baystate Wealth Management 2.3k $365k -98% Mar 2021
FormulaFolio Investments 15.00 $2.0k -100% Mar 2021

Who sold out of iShares Russell 2000 Value Index?

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 7.6M $997M
CloudAlpha Capital Management Limited/Hong Kong Dec 2020 1.2M $158M
CIBC Global Asset Management Dec 2020 229k $30M
Forward Management Dec 2020 127k $17M
Alerus Financial Dec 2020 107k $14M
Capital Directions Investment Advisory Dec 2020 95k $13M
Broadmark Asset Management Dec 2020 74k $9.7M
Earnest Partners Dec 2020 52k $6.9M