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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
MG
1426
McCutchen Group
Washington
$297K +$700 +4 +0.3%
PWM
1427
PBMares Wealth Management
Virginia
$297K +$265K +1,513 New
LHC
1428
Little House Capital
Massachusetts
$296K +$265K +1,513 New
SNT
1429
Security National Trust
West Virginia
$294K
WSCM
1430
Wellington Shields Capital Management
New York
$292K +$261K +1,489 New
HC
1431
Hamilton Capital
Ohio
$292K +$261K +1,490 New
CSWG
1432
Cardinal Strategic Wealth Guidance
Kentucky
$291K -$42K -240 -14%
OSAM
1433
O'Shaughnessy Asset Management
Connecticut
$289K +$43.7K +250 +20%
GIP
1434
Granite Investment Partners
California
$288K
KM
1435
Kalos Management
Georgia
$288K +$236K +1,350 New
AWA
1436
Arete Wealth Advisors
Illinois
$287K -$639K -3,653 -71%
GCM
1437
Gables Capital Management
Florida
$287K
VCP
1438
Vista Capital Partners
Oregon
$286K -$66.1K -378 -21%
GSWM
1439
Golden State Wealth Management
California
$286K -$9.45K -54 -4%
BSSFA
1440
Baron Silver Stevens Financial Advisors
Florida
$286K +$255K +1,459 New
JFA
1441
JNBA Financial Advisors
Minnesota
$285K +$74.4K +425 +41%
IWP
1442
IAG Wealth Partners
Wisconsin
$284K
HCM
1443
Hilton Capital Management
New York
$283K
JWM
1444
JGP Wealth Management
Oregon
$283K
DWM
1445
Darwin Wealth Management
Florida
$282K +$14.7K +84 +6%
FCA
1446
FLC Capital Advisors
California
$281K
CIC
1447
Cornercap Investment Counsel
Georgia
$280K +$295K +1,688 New
SAM
1448
SP Asset Management
California
$279K -$15.7K -90 -7%
LA
1449
Legacy Advisors
Pennsylvania
$279K -$10.8K -62 -4%
GAM
1450
Gemmer Asset Management
California
$279K -$6.47K -37 -3%