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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
SFG
1451
Sovereign Financial Group
Connecticut
$278K +$248K +1,418 New
GPA
1452
Guidance Point Advisors
Massachusetts
$277K +$175 +1 +0.1%
GCA
1453
Gradient Capital Advisors
California
$275K -$45.1K -258 -16%
SBL
1454
Sargent Bickham Lagudis
Colorado
$275K
NAS
1455
Nicolet Advisory Services
Wisconsin
$275K +$246K +1,405 New
BB
1456
Berkshire Bank
Massachusetts
$274K -$17.5K -100 -7%
NCM
1457
Noesis Capital Mangement
Florida
$274K
VFIC
1458
Valley Forge Investment Consultants
Pennsylvania
$274K +$245K +1,400 New
CFO
1459
CVA Family Office
Colorado
$272K +$175 +1 +0.1%
FA
1460
FC Advisory
Pennsylvania
$269K +$350 +2 +0.1%
RBFC
1461
Roman Butler Fullerton & Co
Missouri
$269K +$240K +1,371 New
MCM
1462
MV Capital Management
Maryland
$268K -$16.3K -93 -6%
NEPPG
1463
New England Professional Planning Group
Rhode Island
$266K +$9.97K +57 +4%
SAM
1464
Strategy Asset Managers
California
$266K +$237K +1,355 New
LC
1465
Lincoln Capital
Nebraska
$265K +$237K +1,352 New
AC
1466
Asio Capital
Kentucky
$263K
ETS
1467
ESL Trust Services
New York
$263K
RWP
1468
RWA Wealth Partners
Massachusetts
$261K +$233K +1,333 New
AAP
1469
Arax Advisory Partners
Colorado
$259K -$27.3K -156 -11%
CWP
1470
CFM Wealth Partners
Texas
$259K +$231K +1,319 New
RIS
1471
Retirement Income Solutions
Michigan
$259K +$232K +1,323 New
CIP
1472
Capital Insight Partners
Arizona
$258K +$231K +1,318 New
CBOR
1473
Community Bank of Raymore
Missouri
$257K -$17.5K -100 -7%
LWP
1474
Legacy Wealth Planning
Nevada
$257K +$229K +1,309 New
TP
1475
Tranquility Partners
Tennessee
$257K +$229K +1,309 New