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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
HWM
1526
Hohimer Wealth Management
Washington
$222K +$198K +1,131 New
PFA
1527
Pure Financial Advisors
California
$220K +$196K +1,120 New
FFA
1528
First Foundation Advisors
California
$220K +$196K +1,121 New
TWM
1529
Triton Wealth Management
Arizona
$219K -$1.33M -7,624 -87%
EWM
1530
Executive Wealth Management
Michigan
$219K +$196K +1,119 New
BG
1531
Bollard Group
Massachusetts
$218K -$66.8K -382 -26%
STB
1532
S&T Bank
Pennsylvania
$218K +$194K +1,111 New
BA
1533
Bluesphere Advisors
Pennsylvania
$218K +$195K +1,116 New
TCOV
1534
Trust Company of Vermont
Vermont
$217K +$35.3K +202 +22%
SWM
1535
Stockman Wealth Management
Montana
$217K +$194K +1,107 New
1W
1536
1776 Wealth
Georgia
$216K +$192K +1,100 New
BST
1537
Bath Savings Trust
Maine
$216K +$192K +1,100 New
EWM
1538
EPG Wealth Management
Georgia
$216K +$193K +1,102 New
ACM
1539
Arlington Capital Management
Illinois
$214K +$191K +1,089 New
BWP
1540
Baldwin Wealth Partners
Massachusetts
$213K
CAN
1541
Claraphi Advisory Network
United States
$213K +$190K +1,085 New
LS
1542
Leelyn Smith
Illinois
$212K +$158K +904 +511%
FPGK
1543
Financial Partners Group (Kansas)
Kansas
$212K +$175K +999 New
SCA
1544
STALEY CAPITAL ADVISERS
Pennsylvania
$211K +$188K +1,075 New
MWM
1545
Maltin Wealth Management
New Jersey
$211K +$188K +1,076 New
IF
1546
IRON Financial
Illinois
$210K +$187K +1,069 New
AAS
1547
Annex Advisory Services
Wisconsin
$210K +$187K +1,070 New
BFG
1548
Berger Financial Group
Minnesota
$210K +$187K +1,070 New
VCM
1549
Versant Capital Management
Arizona
$209K -$17.5K -100 -9%
JCM
1550
Jag Capital Management
Missouri
$207K +$188K +1,073 New