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
FRA
1101
Frank Rimerman Advisors
California
$691K +$616K +3,522 New
LJAC
1102
L.J. Altfest & Co
New York
$689K -$5.08K -29 -0.8%
KF
1103
Krilogy Financial
Missouri
$688K +$192K +1,098 +46%
SWM
1104
Segment Wealth Management
Texas
$686K +$182K +1,042 +42%
FHC
1105
First Heartland Consultants
Missouri
$686K +$353K +2,015 +136%
EFS
1106
Essex Financial Services
Connecticut
$681K +$61.9K +354 +11%
APWA
1107
Atlas Private Wealth Advisors
New Jersey
$680K -$21.3K -122 -3%
CWM
1108
CMH Wealth Management
New Hampshire
$680K
VCAM
1109
Van Cleef Asset Management
Ohio
$679K -$70K -400 -10%
MIG
1110
McGuire Investment Group
Rhode Island
$678K
MCM
1111
Mengis Capital Management
Oregon
$677K +$8.75K +50 +1%
BG
1112
Berry Group
Massachusetts
$675K
NG
1113
NWK Group
California
$674K -$14.3K -82 -2%
BA
1114
Ballew Advisors
Mississippi
$673K -$16.3K -93 -3%
D
1115
Diversified
Delaware
$673K +$576K +3,293 New
MWM
1116
Minot Wealth Management
Massachusetts
$672K +$39.9K +228 +7%
HT
1117
Heritage Trust
Oklahoma
$672K +$256K +1,461 +74%
RMAM
1118
Raab & Moskowitz Asset Management
New Jersey
$671K
SAS
1119
Stelac Advisory Services
New York
$670K +$2.27K +13 +0.4%
FPCM
1120
Financial Partners Capital Management
New York
$666K
NP
1121
NorthRock Partners
Minnesota
$665K -$128K -732 -18%
BMWM
1122
Brown Miller Wealth Management
Virginia
$659K +$588K +3,362 New
NSIM
1123
North Star Investment Management
Illinois
$650K
IRC
1124
Investors Research Corp
Georgia
$649K
AWM
1125
Avitas Wealth Management
California
$644K +$575K +3,285 New