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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
LA
1501
LexAurum Advisors
Kansas
$239K +$213K +1,218 New
MHR
1502
Matthew Hamilton Rosenberg
$238K
MAG
1503
Mayfair Advisory Group
Alabama
$238K +$212K +1,212 New
GGS
1504
Galvin Gaustad & Stein
Arizona
$238K +$213K +1,215 New
CAM
1505
Cypress Asset Management
Texas
$237K +$212K +1,210 New
RA
1506
Reby Advisors
Connecticut
$236K +$211K +1,203 New
JAFL
1507
Jay A. Fishman Ltd
Michigan
$235K +$210K +1,200 New
GCA
1508
Greenwood Capital Associates
South Carolina
$235K -$63.5K -363 -23%
WA
1509
Wealth Alliance
New York
$235K -$50.6K -289 -19%
FIM
1510
Freedom Investment Management
Connecticut
$235K +$210K +1,199 New
AOWM
1511
Alpha Omega Wealth Management
Virginia
$235K +$210K +1,200 New
VC
1512
Vicus Capital
Pennsylvania
$233K +$208K +1,188 New
MFW
1513
Mosaic Family Wealth
Missouri
$231K +$206K +1,178 New
IIM
1514
Ironwood Investment Management
Massachusetts
$229K +$204K +1,167 New
APW
1515
Austin Private Wealth
Texas
$229K +$204K +1,168 New
BW
1516
Bison Wealth
Georgia
$228K
AC
1517
Apella Capital
Connecticut
$228K +$203K +1,162 New
SMA
1518
Sage Mountain Advisors
Georgia
$227K +$202K +1,156 New
FWM
1519
FSA Wealth Management
Massachusetts
$227K +$202K +1,157 New
GWMIA
1520
Global Wealth Management Investment Advisory
Florida
$225K
Betterment LLC
1521
Betterment LLC
New York
$225K +$201K +1,147 New
LDB
1522
Lee, Danner & Bass
Tennessee
$225K +$201K +1,149 New
ISWM
1523
Independent Solutions Wealth Management
New York
$224K +$200K +1,144 New
BO
1524
Bank OZK
Arkansas
$224K +$199K +1,140 New
PFA
1525
Paradigm Financial Advisors
Missouri
$224K +$200K +1,143 New