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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
BWM
1151
BigSur Wealth Management
Florida
$616K +$262K +1,500 +91%
CCM
1152
Coe Capital Management
Illinois
$615K -$21.9K -125 -4%
OWA
1153
Octavia Wealth Advisors
Ohio
$614K +$548K +3,132 New
CFG
1154
Cooper Financial Group
California
$611K +$204K +1,166 +60%
PTB
1155
Pioneer Trust Bank
Oregon
$605K
KTA
1156
Keeley-Teton Advisors
Illinois
$605K +$47.2K +270 +10%
KIA
1157
KCM Investment Advisors
California
$600K +$43.7K +250 +9%
MP
1158
McDonald Partners
Ohio
$600K +$536K +3,062 New
SDWMA
1159
Schneider Downs Wealth Management Advisors
Pennsylvania
$599K -$78.7K -450 -13%
SFS
1160
Strategic Financial Services
New York
$599K -$25.4K -145 -5%
LFG
1161
Larson Financial Group
Missouri
$599K -$16.8K -96 -3%
PAM
1162
Private Asset Management
California
$585K -$86.6K -495 -14%
GPC
1163
Garrison Point Capital
California
$585K
MWM
1164
Mattern Wealth Management
Kansas
$579K +$35K +200 +7%
LW
1165
Linscomb Wealth
Texas
$579K +$89.2K +510 +21%
FMN
1166
Financial Management Network
California
$578K +$472K +2,698 New
WAG
1167
Winthrop Advisory Group
Massachusetts
$574K -$7.35K -42 -1%
AFG
1168
Allegheny Financial Group
Pennsylvania
$573K +$511K +2,921 New
Chevy Chase Trust
1169
Chevy Chase Trust
Maryland
$572K -$1.31M -7,497 -72%
CWM
1170
Calamos Wealth Management
Illinois
$572K
BHTS
1171
Bar Harbor Trust Services
Maine
$569K
VFG
1172
V2 Financial group
Illinois
$569K +$508K +2,902 New
GT
1173
Greenleaf Trust
Michigan
$567K -$233K -1,334 -32%
RWA
1174
RGT Wealth Advisors
Texas
$565K +$504K +2,880 New
FPW
1175
Flagship Private Wealth
Massachusetts
$565K +$472K +2,697 New