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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
RC
551
RegentAtlantic Capital
New Jersey
$3.88M -$522K -2,981 -13%
RCAG
552
Rehmann Capital Advisory Group
Michigan
$3.88M -$2.63K -15 -0.1%
MHS
553
M Holdings Securities
Oregon
$3.85M +$201K +1,146 +6%
DWT
554
Dorsey & Whitney Trust
South Dakota
$3.84M -$86.6K -495 -2%
LSAG
555
Lake Street Advisors Group
New Hampshire
$3.83M +$5.25K +30 +0.2%
PFS
556
Prospera Financial Services
Texas
$3.83M +$1.58M +9,006 +86%
SWM
557
Southern Wealth Management
Texas
$3.8M +$82.9K +474 +3%
CL
558
CPWM LLC
Washington
$3.79M -$821K -4,689 -20%
CCA
559
Column Capital Advisors
Indiana
$3.78M -$103K -590 -3%
HIP
560
HUB Investment Partners
Texas
$3.77M +$4.41M +25,199 New
Lido Advisors
561
Lido Advisors
California
$3.77M +$228K +1,303 +7%
AP
562
Adero Partners
California
$3.77M -$31.8K -182 -0.9%
PAM
563
Peak Asset Management
Colorado
$3.74M +$65.4K +374 +2%
RCM
564
RB Capital Management
Nevada
$3.71M -$42.3K -242 -1%
SMG
565
Spectrum Management Group
Indiana
$3.69M +$3.29M +18,823 New
VHAM
566
Van Hulzen Asset Management
California
$3.67M -$272K -1,552 -8%
SFG
567
Sunburst Financial Group
Alabama
$3.67M
RIL
568
Rothschild Investment LLC
Illinois
$3.67M -$70K -400 -2%
SWRP
569
Summit Wealth & Retirement Planning
California
$3.64M -$142K -813 -4%
SQA
570
Simon Quick Advisors
New Jersey
$3.63M +$643K +3,676 +25%
CAGAS
571
Capital Advisory Group Advisory Services
Minnesota
$3.62M -$18.5K -106 -0.6%
APG
572
Abacus Planning Group
South Carolina
$3.6M -$302K -1,724 -9%
MFG
573
Magnus Financial Group
New York
$3.59M +$1.38M +7,878 +76%
MFA
574
Mayflower Financial Advisors
Massachusetts
$3.57M +$3.18M +18,189 New
AA
575
Ancora Advisors
Ohio
$3.54M +$1.95M +11,171 +163%