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iShares Russell 2000 ETF

1,749 hedge funds and large institutions have $58.4B invested in iShares Russell 2000 ETF in 2020 Q4 according to their latest regulatory filings, with 367 funds opening new positions, 645 increasing their positions, 535 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more first-time investments, than exits

New positions opened: 367 | Existing positions closed: 76

47% more funds holding in top 10

Funds holding in top 10: 146214 (+68)

36% more capital invested

Capital invested by funds: $43.1B → $58.4B (+$15.3B)

21% more repeat investments, than reductions

Existing positions increased: 645 | Existing positions reduced: 535

18% more funds holding

Funds holding: 1,4801,749 (+269)

10.83% less ownership

Funds ownership: 111.37%100.55% (-11%)

59% less call options, than puts

Call options by funds: $21.7B | Put options by funds: $52.3B

Holders
1,749
Holders Change
+269
Holders Change %
+18.18%
% of All Funds
30.95%
Holding in Top 10
214
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+46.58%
% of All Funds
3.79%
New
367
Increased
645
Reduced
535
Closed
76
Calls
$21.7B
Puts
$52.3B
Net Calls
-$30.6B
Net Calls Change
-$5.71B
Name Holding Trade Value Shares
Change
Change in
Stake
AL
326
Aspiriant LLC
California
$9.88M -$845K -4,828 -9%
FI
327
FormulaFolio Investments
Michigan
$9.84M +$8.11M +46,343 +1,203%
MSL
328
Mackay Shields LLC
New York
$9.8M -$6.31M -36,047 -42%
RJT
329
Raymond James Trust
Florida
$9.78M +$2.2M +12,568 +34%
MWP
330
Moller Wealth Partners
$9.67M -$2.33M -13,327 -21%
Manulife (Manufacturers Life Insurance)
331
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.65M +$7.3M +41,739 +557%
GWAM
332
Guardian Wealth Advisors (Minnesota)
Minnesota
$9.65M +$8.61M +49,219 New
EAMA
333
EFG Asset Management (Americas)
Florida
$9.61M -$757K -4,326 -8%
BCM
334
Brookstone Capital Management
Illinois
$9.58M +$8.1M +46,274 +1,778%
EC
335
Engaged Capital
California
$9.57M +$1.01M +5,800 +13%
NMIMC
336
Northwestern Mutual Investment Management Company
Wisconsin
$9.56M -$1.92M -10,950 -18%
HWA
337
Hillcrest Wealth Advisors
New Jersey
$9.53M +$13.1K +75 +0.2%
SI
338
Stephens Inc
Arkansas
$9.5M -$2.35M -13,403 -22%
CCA
339
Cobblestone Capital Advisors
New York
$9.47M -$258K -1,475 -3%
GG
340
Gofen & Glossberg
Illinois
$9.43M +$91.7K +524 +1%
FCI
341
Financial Counselors Inc
Kansas
$9.31M +$367K +2,100 +5%
CCT
342
Country Club Trust
Missouri
$9.17M +$989K +5,649 +14%
RP
343
Reinhart Partners
Wisconsin
$9.16M +$4.06M +23,209 New
LAS
344
Lloyd Advisory Services
Georgia
$9.11M +$2.38M +13,586 +41%
MCWS
345
McKinley Carter Wealth Services
West Virginia
$8.91M -$323K -1,847 -4%
FSC
346
Full Sail Capital
Oklahoma
$8.91M -$761K -4,347 -9%
SMC
347
Smith, Moore & Co
Missouri
$8.91M +$711K +4,063 +9%
BPA
348
Beacon Pointe Advisors
California
$8.86M -$188K -1,075 -2%
PIC
349
Platt Investment Counsel
Florida
$8.86M +$7.91M +45,181 New
SFG
350
SNS Financial Group
Minnesota
$8.81M -$2.1M -11,990 -21%