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iShares Russell 2000 ETF

1,476 hedge funds and large institutions have $43.1B invested in iShares Russell 2000 ETF in 2020 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 473 increasing their positions, 664 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,476
Holders Change
+3
Holders Change %
+0.2%
% of All Funds
29.86%
Holding in Top 10
146
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.95%
% of All Funds
2.95%
New
118
Increased
473
Reduced
664
Closed
99
Calls
$17.8B
Puts
$42.7B
Net Calls
-$24.9B
Net Calls Change
-$10B
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
376
Perigon Wealth Management
California
$4.97M -$194K -1,294 -4%
WF
377
Welch & Forbes
Massachusetts
$4.94M +$179K +1,195 +4%
LAS
378
Lloyd Advisory Services
Georgia
$4.93M +$33K +220 +0.7%
WC
379
Wealth CMT
New Jersey
$4.92M -$198K -1,322 -4%
NB
380
NBT Bank
New York
$4.92M +$6.89K +46 +0.1%
AWE
381
Avidian Wealth Enterprises
Texas
$4.88M -$391K -2,612 -7%
PCWA
382
Pacific Capital Wealth Advisors
California
$4.87M -$28.3K -189 -0.6%
FSWA
383
Financial Synergies Wealth Advisors
Texas
$4.86M -$2.86M -19,094 -37%
BFWA
384
Benchmark Financial Wealth Advisors
Florida
$4.82M -$167K -1,116 -3%
BP
385
Ballentine Partners
Massachusetts
$4.79M -$222K -1,481 -4%
SIA
386
Stegner Investment Associates
Kentucky
$4.79M +$4.79M +31,945 New
YIA
387
YHB Investment Advisors
Connecticut
$4.76M +$4.76M +31,745 New
FMBTD
388
First Midwest Bank Trust Division
Illinois
$4.75M +$454K +3,033 +11%
VCA
389
Verdence Capital Advisors
Maryland
$4.75M -$411K -2,743 -8%
TSW
390
Thompson Siegel & Walmsley
Virginia
$4.73M -$1.17M -7,784 -20%
KA
391
Klingman & Associates
New York
$4.72M -$5.24K -35 -0.1%
CAS
392
Cascadia Advisory Services
Oregon
$4.68M +$2.11M +14,116 +83%
DBIA
393
Dumont & Blake Investment Advisors
New Jersey
$4.66M +$230K +1,538 +5%
GRP
394
Global Retirement Partners
California
$4.6M -$1.06M -7,049 -19%
OAM
395
Oppenheimer Asset Management
New York
$4.57M -$263K -1,755 -5%
BPB
396
Badgley, Phelps & Bell
Washington
$4.54M +$1.48M +9,903 +49%
BBPWM
397
Blue Bell Private Wealth Management
Pennsylvania
$4.54M +$95.7K +639 +2%
FHC
398
First Horizon Corporation
Tennessee
$4.52M +$4.52M +30,165 New
FNFDCM
399
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.51M -$56.3K -376 -1%
FMC
400
First Merchants Corp
Indiana
$4.5M +$252K +1,683 +6%