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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
HHGC
1051
Hunting Hill Global Capital
New York
$765K +$682K +3,900 New
KFI
1052
Key Financial Inc
Pennsylvania
$763K -$52.8K -302 -7%
CHA
1053
Cooper/Haims Advisors
New York
$760K +$175 +1 +0%
CT
1054
Columbia Trust
Oregon
$759K +$679K +3,878 New
CT
1055
Caldwell Trust
Florida
$754K -$1.57K -9 -0.2%
CAG
1056
Crestwood Advisors Group
Massachusetts
$752K -$8.92K -51 -1%
FPS
1057
Fieldpoint Private Securities
Connecticut
$752K +$672K +3,838 New
AIS
1058
American Investment Services
Massachusetts
$751K -$15.7K -90 -2%
WFA
1059
Wade Financial Advisory
California
$750K -$5.95K -34 -0.9%
DCM
1060
Donaldson Capital Management
Indiana
$750K +$167K +955 +33%
BFC
1061
Bedel Financial Consulting
Indiana
$749K +$700 +4 +0.1%
CCG
1062
Cypress Capital Group
Florida
$749K +$225K +1,285 +51%
WPC
1063
White Pine Capital
Minnesota
$742K -$32.7K -187 -5%
KAH
1064
Kathryn A. Hall
$742K
ACM
1065
Ategra Capital Management
Virginia
$741K +$23.1K +132 +4%
PP
1066
Pegasus Partners
Wisconsin
$741K -$580K -3,315 -47%
GL
1067
Graypoint LLC
New York
$741K +$6.3K +36 +1%
BCM
1068
BTR Capital Management
California
$741K +$84K +480 +15%
MSFS
1069
Main Street Financial Solutions
Pennsylvania
$740K +$660K +3,772 New
BMCM
1070
Bryn Mawr Capital Management
Pennsylvania
$737K -$203K -1,159 -24%
CAAS
1071
Capital Asset Advisory Services
Michigan
$735K +$51.6K +295 +9%
JWM
1072
JFG Wealth Management
Colorado
$734K +$656K +3,747 New
LWM
1073
Lyell Wealth Management
California
$731K +$652K +3,726 New
SWA
1074
Sightline Wealth Advisors
Connecticut
$729K +$651K +3,721 New
SWM
1075
Sugarloaf Wealth Management
Georgia
$728K -$3.85K -22 -0.6%