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
AFC
1226
AFT Forsyth & Company
Florida
$496K
GLLW
1227
Graves Light Lenhart Wealth
Virginia
$490K -$80K -457 -15%
TFS
1228
TrustCore Financial Services
Tennessee
$490K -$6.3K -36 -1%
FAM
1229
Formidable Asset Management
Ohio
$490K
JSC
1230
Jackson Square Capital
California
$490K +$7.88K +45 +2%
APCM
1231
Alaska Permanent Capital Management
Alaska
$488K
PPCM
1232
Pillar Pacific Capital Management
California
$487K -$15.2K -87 -3%
NCM
1233
Next Capital Management
New York
$485K
FLA
1234
Financial Life Advisors
Texas
$483K -$32.4K -185 -7%
CFS
1235
CRA Financial Services
New Jersey
$482K +$2.63K +15 +0.6%
H
1236
HoyleCohen
California
$482K +$5.42K +31 +1%
STC
1237
Sarah T. Connolly
$482K +$430K +2,459 New
RIM
1238
Rockbridge Investment Management
New York
$478K +$35.2K +201 +9%
LWA
1239
Lineweaver Wealth Advisors
Ohio
$475K +$424K +2,424 New
SFG
1240
StrategIQ Financial Group
Indiana
$473K +$36.6K +209 +9%
SC
1241
Skylands Capital
Wisconsin
$471K
SAF
1242
Smith Anglin Financial
Texas
$471K +$420K +2,400 New
LFA
1243
Landmark Financial Advisors
Kentucky
$469K -$88.2K -504 -18%
TF
1244
TimeScale Financial
Massachusetts
$469K -$41.8K -239 -9%
SC
1245
SouthState Corp
Florida
$469K +$92K +526 +28%
RW
1246
REDW Wealth
New Mexico
$467K
OFG
1247
Oxford Financial Group
Indiana
$466K -$335K -1,916 -45%
ZB
1248
Zions Bancorporation
Utah
$465K -$105K -599 -20%
TCWA
1249
Ten Capital Wealth Advisors
Washington
$464K -$11.2K -64 -3%
W
1250
WealthStone
Ohio
$464K +$414K +2,367 New