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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
RBC
1576
Roble Belko & Company
Pennsylvania
$164K
M
1577
MOTCO
Texas
$164K +$10.7K +61 +8%
ADL
1578
Asset Dedication LLC
California
$161K
RP
1579
Rice Partnership
Hawaii
$157K +$75.9K +434 +118%
WWMSC
1580
Wagner Wealth Management (South Carolina)
South Carolina
$154K +$138K +786 New
CIA
1581
Cascade Investment Advisors
Oregon
$153K
APWM
1582
Atlas Private Wealth Management
New York
$152K
PP
1583
PDS Planning
Ohio
$151K +$135K +770 New
AFG
1584
Albion Financial Group
Utah
$148K +$132K +756 New
WAS
1585
Winch Advisory Services
Wisconsin
$145K
WFA
1586
WestHill Financial Advisors
California
$144K +$128K +734 New
CYG
1587
Clean Yield Group
Vermont
$142K
PFGIA
1588
Patriot Financial Group Insurance Agency
Massachusetts
$142K +$18.7K +107 +17%
HFS
1589
Hantz Financial Services
Michigan
$140K -$35K -200 -22%
AWM
1590
Aberdeen Wealth Management
Illinois
$139K
FMTCOCP
1591
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$138K
LPIC
1592
LeJeune Puetz Investment Counsel
Michigan
$137K
HWA
1593
HCR Wealth Advisors
California
$135K
SIAG
1594
Safeguard Investment Advisory Group
California
$135K +$121K +691 New
FWC
1595
First Washington Corp
Washington
$133K
MIM
1596
Macroview Investment Management
Maryland
$133K
PC
1597
Permanens Capital
New York
$133K +$119K +680 New
ACA
1598
Atlas Capital Advisors
Wyoming
$129K +$115K +658 New
HFM
1599
Hartford Financial Management
Connecticut
$126K +$175 +1 +0.2%
SIAP
1600
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$124K