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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
AWMT
1401
AAFMAA Wealth Management & Trust
North Carolina
$321K +$287K +1,639 New
TCWM
1402
Total Clarity Wealth Management
Illinois
$317K +$2.63K +15 +0.9%
TFS
1403
Thoroughbred Financial Services
Tennessee
$316K +$6.13K +35 +2%
UWPG
1404
Ullmann Wealth Partners Group
Florida
$315K -$53.7K -307 -16%
BWM
1405
BerganKDV Wealth Management
Minnesota
$315K
ED
1406
Exane Derivatives
France
$313K -$236K -1,350 -46%
P
1407
&Partners
Tennessee
$313K -$17.5K -100 -6%
CA
1408
Cornerstone Advisory
Maryland
$313K +$175 +1 +0.1%
MC
1409
Martin & Co
Tennessee
$312K -$20.1K -115 -7%
ECG
1410
EPIQ Capital Group
California
$311K +$700 +4 +0.3%
LNB
1411
Ledyard National Bank
$310K -$48.1K -275 -15%
AA
1412
Apriem Advisors
California
$310K +$276K +1,580 New
OCPWS
1413
One Charles Private Wealth Services
Massachusetts
$310K +$276K +1,580 New
EWG
1414
Executive Wealth Group
Washington
$309K +$875 +5 +0.3%
BA
1415
Baugh & Associates
Georgia
$309K
NIM
1416
Northeast Investment Management
Massachusetts
$308K -$30.4K -174 -10%
EI
1417
Ellevest Inc
New York
$307K -$12.4K -71 -4%
DL
1418
DOHJ LLC
Washington
$306K
SFG
1419
SevenBridge Financial Group
Pennsylvania
$305K -$20.1K -115 -7%
JFS
1420
JD Financial Services
Pennsylvania
$303K +$270K +1,544 New
GKWIM
1421
Gerber Kawasaki Wealth & Investment Management
California
$303K +$271K +1,547 New
SAG
1422
Spotlight Asset Group
Illinois
$302K
CCFM
1423
Clear Creek Financial Management
Washington
$301K -$7.83M -44,723 -96%
LSPW
1424
Lake Street Private Wealth
Illinois
$299K +$267K +1,525 New
PCTC
1425
Perkins Coie Trust Company
Washington
$298K