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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
NCM
1651
New Capital Management
Texas
$59K
SFPG
1652
Stonebridge Financial Planning Group
Florida
$56K +$175 +1 +0.4%
GFPC
1653
Global Financial Private Client
Florida
$55.7K +$11.7K +67 +31%
OIS
1654
Okabena Investment Services
Minnesota
$54K
JWBC
1655
John W. Brooker & Co
California
$49K
CIM
1656
Contravisory Investment Management
Massachusetts
$47K -$36.7K -210 -47%
FFC
1657
First Financial Corp
Indiana
$45K -$6.83K -39 -15%
AF
1658
Affiance Financial
Minnesota
$45K
FA
1659
Fortis Advisors
Pennsylvania
$45K +$175 +1 +0.4%
DWMG
1660
DB Wealth Management Group
California
$43K +$38.5K +220 New
SFC
1661
SYM Financial Corp
Indiana
$42K
VNA
1662
Valley National Advisers
Pennsylvania
$41K +$35K +200 +1,818%
CAM
1663
Costello Asset Management
Pennsylvania
$40K
WCAMG
1664
Woodard & Company Asset Management Group
North Carolina
$39K
HI
1665
Hudock Inc
Pennsylvania
$39K +$1.4K +8 +4%
LWA
1666
Lowe Wealth Advisors
Maryland
$38K
AWM
1667
Accel Wealth Management
Iowa
$38K +$34.3K +196 New
CAS
1668
Coppell Advisory Solutions
Texas
$38K +$34.3K +196 New
SFA
1669
Semmax Financial Advisors
North Carolina
$37K +$175 +1 +0.5%
FWM
1670
ForthRight Wealth Management
Georgia
$37K +$32.7K +187 New
TA
1671
Tectonic Advisors
Texas
$37K +$32.7K +187 New
DAM
1672
Delta Asset Management
Tennessee
$36K -$28.9K -165 -47%
SWP
1673
ShoreHaven Wealth Partners
New Jersey
$36K +$31.7K +181 New
AIM
1674
Anchor Investment Management
South Carolina
$35.1K
PAIM
1675
Punch & Associates Investment Management
Minnesota
$33K -$151K -865 -84%