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
KL
1251
KWMG LLC
Kansas
$463K -$4.38K -25 -1%
CSPIA
1252
Cary Street Partners Investment Advisory
Virginia
$463K +$23.4K +134 +6%
CL
1253
CIM LLC
New York
$461K
CCM
1254
Crossvault Capital Management
Texas
$459K -$22.7K -130 -5%
LGA
1255
Lebenthal Global Advisors
New York
$459K +$410K +2,344 New
P
1256
Pitcairn
Pennsylvania
$457K -$34.1K -195 -8%
MM
1257
Meridian Management
Arkansas
$457K +$8.05K +46 +2%
CTA
1258
Colonial Trust Advisors
South Carolina
$456K -$27.1K -155 -6%
WG
1259
Watchman Group
Texas
$455K +$38.1K +218 +10%
WBC
1260
West Branch Capital
Massachusetts
$454K +$1.05K +6 +0.3%
CT
1261
Cambridge Trust
Massachusetts
$453K -$6.13K -35 -1%
BAM
1262
Baldrige Asset Management
Pennsylvania
$453K
BCM
1263
Bienville Capital Management
New York
$451K +$52.5K +300 +15%
BCM
1264
Barometer Capital Management
Ontario, Canada
$451K +$402K +2,300 New
EIP
1265
Ellis Investment Partners
Pennsylvania
$448K -$21.2K -121 -5%
SAM
1266
Secure Asset Management
Michigan
$448K -$13.5K -77 -3%
FFG
1267
Frisch Financial Group
New York
$445K +$398K +2,272 New
MCA
1268
Mercer Capital Advisers
New Jersey
$444K
SSW
1269
Smith Shellnut Wilson
Mississippi
$444K
HR
1270
Howe & Rusling
New York
$444K +$160K +916 +68%
SWM
1271
SVA Wealth Management
Wisconsin
$443K +$112K +641 +40%
TCMP
1272
Thrive Capital Management (Pennsylvania)
Pennsylvania
$443K +$395K +2,259 New
BMM
1273
Buffington Mohr McNeal
Idaho
$440K -$15.6K -89 -4%
PP
1274
Prosperity Planning
Missouri
$438K +$391K +2,236 New
BMC
1275
Beaton Management Company
Massachusetts
$436K +$4.38K +25 +1%