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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
MCC
1201
Money Concepts Capital
Florida
$527K +$470K +2,687 New
TLFA
1202
True Link Financial Advisors
California
$526K +$1.27M +7,254 New
LOPW
1203
Live Oak Private Wealth
North Carolina
$525K +$123K +701 +35%
PAM
1204
Premier Asset Management
Illinois
$523K -$377K -2,156 -45%
ZCA
1205
Zeke Capital Advisors
Pennsylvania
$523K -$1.93K -11 -0.4%
WWM
1206
Windsor Wealth Management
Indiana
$523K +$111K +632 +31%
RFN
1207
RDA Financial Network
Iowa
$521K +$95.4K +545 +26%
FAM
1208
Flaharty Asset Management
Florida
$520K -$131K -750 -22%
DDPIC
1209
Deroy & Devereaux Private Investment Counsel
Michigan
$519K
CCM
1210
Chilton Capital Management
Texas
$519K +$25K +143 +6%
PCS
1211
Personal CFO Solutions
New Jersey
$514K -$15.1M -86,295 -97%
BIM
1212
Bridges Investment Management
Nebraska
$514K +$175 +1 +0%
WDG
1213
Wealth Dimensions Group
Ohio
$513K +$458K +2,617 New
WCM
1214
Washburn Capital Management
Florida
$511K -$19.2K -110 -4%
CCM
1215
Carlson Capital Management
Minnesota
$511K
SAMT
1216
Select Asset Management & Trust
Pennsylvania
$511K +$456K +2,608 New
WKWM
1217
Walter & Keenan Wealth Management
Indiana
$510K
QTM
1218
qPULA Trading Management
New York
$510K +$455K +2,600 New
SSCA
1219
South Shore Capital Advisors
Massachusetts
$510K +$455K +2,600 New
PIA
1220
Powell Investment Advisors
Florida
$504K +$134K +763 +42%
AMC
1221
Asset Management Corp
Illinois
$503K -$203K -1,158 -33%
BC
1222
Brookfield Corp
Ontario, Canada
$500K +$447K +2,552 New
NFSG
1223
Newbridge Financial Services Group
Florida
$499K -$187K -1,071 -30%
APW
1224
Aurora Private Wealth
New Jersey
$498K +$49K +280 +12%
SFSIG
1225
San Francisco Sentry Investment Group
California
$496K -$47.2K -270 -10%