We are live on ! Find out more
IWM icon

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
FNT
351
First National Trust
Pennsylvania
$8.8M -$1.01M -5,788 -11%
ACM
352
Atlanta Capital Management
Georgia
$8.8M +$635K +3,631 +9%
RSVP
353
Ramsay Stattman Vela & Price
Colorado
$8.79M -$21K -120 -0.3%
NPIC
354
Neumeier Poma Investment Counsel
California
$8.77M -$696K -3,975 -8%
JFG
355
JMG Financial Group
Illinois
$8.74M +$23.1K +132 +0.3%
ZCM
356
Ziegler Capital Management
Illinois
$8.71M +$554K +3,165 +8%
Canada Life
357
Canada Life
Manitoba, Canada
$8.71M -$879K -5,021 -10%
UAS
358
United Asset Strategies
New York
$8.67M +$7.74M +44,234 New
Prudential Financial
359
Prudential Financial
New Jersey
$8.67M +$3.04M +17,401 +65%
GKIM
360
GW&K Investment Management
Massachusetts
$8.65M +$592K +3,385 +8%
FHC
361
First Horizon Corporation
Tennessee
$8.59M +$2.39M +13,645 +45%
JWCA
362
J.W. Cole Advisors
Florida
$8.56M +$3.2M +18,313 +72%
AIA
363
Arcadia Investment Advisors
Idaho
$8.54M +$428K +2,445 +6%
FT
364
Fiduciary Trust
Massachusetts
$8.42M -$111K -635 -1%
OPS
365
Orion Portfolio Solutions
Nebraska
$8.37M +$5.81M +33,201 +351%
STA
366
Summit Trail Advisors
New York
$8.29M +$135K +770 +2%
VFPI
367
Vantage Financial Partners (Illinois)
Illinois
$8.23M +$153K +875 +2%
CBT
368
Central Bank & Trust
Kentucky
$8.21M +$38.8K +222 +0.5%
SWP
369
Summit Wealth Partners
Florida
$8.18M +$95.2K +544 +1%
BPC
370
Banque Pictet & Cie
Switzerland
$8.16M +$360K +2,060 +5%
SWP
371
Stratos Wealth Partners
Ohio
$8.15M +$102K +582 +1%
BBPWM
372
Blue Bell Private Wealth Management
Pennsylvania
$8.15M +$1.98M +11,314 +37%
Mercer Global Advisors
373
Mercer Global Advisors
Colorado
$8.13M -$325K -1,857 -4%
PFM
374
Patton Fund Management
Texas
$8.07M -$1.2M -6,880 -14%
TC
375
TAP Consulting
Missouri
$8.04M -$1.35M -7,720 -16%