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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
SW
1351
SkyOak Wealth
Michigan
$372K -$175 -1 -0.1%
CSIC
1352
Clifford Swan Investment Counsel
California
$369K -$70K -400 -18%
SXL
1353
Summit X LLC
Missouri
$369K +$30.6K +175 +10%
MWM
1354
Madison Wealth Management
Ohio
$367K +$327K +1,869 New
CAG
1355
Csenge Advisory Group
Florida
$366K -$42.3K -242 -11%
SCM
1356
Schnieders Capital Management
California
$366K -$17.5K -100 -5%
CAM
1357
Congress Asset Management
Massachusetts
$366K +$327K +1,869 New
WFA
1358
Wells Financial Advisors
Massachusetts
$365K +$325K +1,860 New
CTA
1359
Chesley Taft & Associates
Illinois
$363K
TCOO
1360
Trust Company of Oklahoma
Oklahoma
$363K
RPWA
1361
Regent Peak Wealth Advisors
Georgia
$362K
HR
1362
Hayden Royal
North Carolina
$359K -$1.28M -7,330 -80%
PWMAG
1363
Pinnacle Wealth Management Advisory Group
New Jersey
$357K -$1.22M -6,965 -79%
APSP
1364
Asset Planning Services (Pennsylvania)
Pennsylvania
$355K -$304K -1,736 -49%
SAM
1365
Seelaus Asset Management
New Jersey
$355K +$175 +1 +0.1%
HS
1366
Horan Securities
United States
$354K +$3.5K +20 +1%
RMA
1367
Roffman Miller Associates
Pennsylvania
$354K +$12.9K +74 +4%
KBFS
1368
Kohmann Bosshard Financial Services
Ohio
$353K +$36.4K +208 +13%
PBO
1369
Peoples Bank (Ohio)
Ohio
$352K +$4.9K +28 +2%
FIB
1370
First Interstate Bank
Montana
$351K -$3.15K -18 -1%
Federated Hermes
1371
Federated Hermes
Pennsylvania
$350K +$268K +1,531 +600%
SAM
1372
Southernsun Asset Management
Tennessee
$350K +$312K +1,784 New
OWP
1373
Obermeyer Wealth Partners
Colorado
$348K
BWP
1374
Bernardo Wealth Planning
Pennsylvania
$348K +$875 +5 +0.3%
IIC
1375
Ironwood Investment Counsel
Arizona
$348K +$11.5K +66 +4%