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
DIA
1026
Dana Investment Advisors
Wisconsin
$812K +$292K +1,666 +67%
SWA
1027
Sutton Wealth Advisors
Florida
$808K +$1.05K +6 +0.1%
NPT
1028
Nixon Peabody Trust
Massachusetts
$806K -$1.75K -10 -0.2%
BIA
1029
Bigelow Investment Advisors
Maine
$805K +$175 +1 +0%
LC
1030
LCNB Corp
Ohio
$804K -$28K -160 -4%
RDFA
1031
Ritter Daniher Financial Advisory
Ohio
$802K +$716K +4,089 New
SWM
1032
SigFig Wealth Management
California
$801K +$15.2K +87 +2%
CIAS
1033
Capital Investment Advisory Services
North Carolina
$801K +$260K +1,486 +57%
EK
1034
Evensky & Katz
Florida
$797K +$4.72K +27 +0.7%
AWM
1035
Avior Wealth Management
Nebraska
$793K +$175 +1 +0%
KFS
1036
Kaizen Financial Strategies
California
$788K +$704K +4,021 New
TC
1037
Trilogy Capital
California
$787K +$350 +2 +0%
PMG
1038
Private Management Group
California
$785K +$23.4K +134 +3%
MIM
1039
Montgomery Investment Management
Maryland
$784K
VWM
1040
Venturi Wealth Management
Texas
$784K +$4.03K +23 +0.6%
NWM
1041
Northwest Wealth Management
Iowa
$783K +$9.1K +52 +1%
APW
1042
Acima Private Wealth
Virginia
$782K
CWM
1043
Concentric Wealth Management
California
$781K +$43.9K +251 +7%
WCM
1044
Wealthcare Capital Management
Virginia
$779K -$29.9K -171 -4%
MPCG
1045
Matrix Private Capital Group
New York
$778K +$63.5K +363 +10%
CFFP
1046
Center for Financial Planning
Michigan
$777K +$32.2K +184 +5%
MCM
1047
Mainstay Capital Management
Michigan
$777K +$119K +681 +21%
CSA
1048
Cottage Street Advisors
Massachusetts
$774K +$691K +3,950 New
RPGK
1049
Retirement Planning Group (Kansas)
Kansas
$771K -$35.9K -205 -5%
IIC
1050
Integrated Investment Consultants
Michigan
$770K