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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
YWP
1326
YorkBridge Wealth Partners
New York
$396K +$22.9K +131 +7%
AW
1327
ACG Wealth
Georgia
$394K +$48.6K +278 +16%
DWM
1328
Doyle Wealth Management
Florida
$393K -$6.13K -35 -2%
BWA
1329
BDO Wealth Advisors
Florida
$393K +$1.75K +10 +0.5%
CFA
1330
Cahill Financial Advisors
Minnesota
$393K +$351K +2,004 New
OCM
1331
One Capital Management
California
$392K -$66.8K -382 -16%
PWW
1332
Pettyjohn Wood & White
Virginia
$392K
RVPG
1333
Relative Value Partners Group
$391K
CCP
1334
Cardan Capital Partners
Colorado
$390K -$60.4K -345 -15%
LPT
1335
Legacy Private Trust
Wisconsin
$390K
GVAG
1336
Great Valley Advisor Group
Delaware
$389K -$19.1K -109 -5%
Kovitz Investment Group Partners
1337
Kovitz Investment Group Partners
Illinois
$388K +$32.5K +186 +10%
NCM
1338
Narwhal Capital Management
Georgia
$388K +$309K +1,765 +817%
HFAS
1339
Hummer Financial Advisory Services
Illinois
$387K -$7K -40 -2%
JHCP
1340
Jackson Hole Capital Partners
Oklahoma
$386K
VWA
1341
V Wealth Advisors
Kansas
$386K +$344K +1,966 New
ATPW
1342
Ashton Thomas Private Wealth
Arizona
$381K +$54.9K +314 +19%
PFA
1343
Professional Financial Advisors
Nebraska
$381K -$58.6K -335 -15%
CIA
1344
Capital Investment Advisors
Georgia
$379K +$59K +337 +21%
AFA
1345
Atlanta Financial Associates
Georgia
$378K -$4.2K -24 -1%
KCM
1346
Kornitzer Capital Management
Kansas
$378K
CG
1347
Cynosure Group
Utah
$377K
GIA
1348
GHP Investment Advisors
Colorado
$375K +$3.85K +22 +1%
SSWM
1349
Smith Salley Wealth Management
North Carolina
$375K +$334K +1,908 New
CWA
1350
Clarus Wealth Advisors
Arizona
$373K +$314K +1,796 New