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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
EWA
601
EP Wealth Advisors
California
$3.19M -$25.2K -144 -0.9%
AC
602
Addenda Capital
Quebec, Canada
$3.17M -$347K -1,985 -11%
EWM
603
Evermay Wealth Management
Virginia
$3.13M +$9.97K +57 +0.4%
PA
604
Paracle Advisors
Washington
$3.11M +$42.5K +243 +2%
CFA
605
Camarda Financial Advisors
Florida
$3.11M +$2.78M +15,861 New
FCBT
606
First Citizens Bank & Trust
North Carolina
$3.11M -$747K -4,269 -21%
EW
607
Element Wealth
Mississippi
$3.09M +$2.76M +15,765 New
AIM
608
Acropolis Investment Management
Missouri
$3.08M +$4.9K +28 +0.2%
MCM
609
Maryland Capital Management
Maryland
$3.08M -$14.5K -83 -0.5%
ACM
610
AUA Capital Management
Pennsylvania
$3.05M +$27.1K +155 +1%
BFS
611
Bradley Foster & Sargent
Connecticut
$3.04M +$689K +3,938 +34%
TWM
612
Titus Wealth Management
California
$3.04M +$199K +1,137 +8%
GM
613
GeoWealth Management
Illinois
$3.04M +$893K +5,101 +49%
VCM
614
Vision Capital Management
Oregon
$3.03M +$14.7K +84 +0.5%
FIM
615
Fernwood Investment Management
Massachusetts
$3.01M +$13.5K +77 +0.5%
AIA
616
Alera Investment Advisors
Illinois
$2.99M +$510K +2,914 +24%
LWANC
617
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.98M +$32.5K +186 +1%
NHC
618
Nicholas Hoffman & Company
Georgia
$2.98M -$9.1K -52 -0.3%
NAM
619
NTV Asset Management
West Virginia
$2.97M +$78.4K +448 +3%
GLA
620
Good Life Advisors
Pennsylvania
$2.96M +$45.1K +258 +2%
OBGC
621
O'Brien Greene & Co
Pennsylvania
$2.95M
IMOV
622
Investment Management of Virginia
Virginia
$2.95M +$471K +2,693 +22%
MAFM
623
Mid Atlantic Financial Management
Pennsylvania
$2.94M +$375K +2,145 +17%
CA
624
Capital Advantage
California
$2.94M +$3.67K +21 +0.1%
AWM
625
Aprio Wealth Management
Georgia
$2.93M +$1.11M +6,350 +74%