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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
EP
1676
Eudaimonia Partners
Tennessee
$33K
DAC
1677
Dividend Assets Capital
South Carolina
$32K -$875 -5 -3%
OIM
1678
Oder Investment Management
California
$31K +$27.5K +157 New
APC
1679
Asset Planning Corporation
Tennessee
$31K +$28K +160 New
MSFP
1680
Mark Sheptoff Financial Planning
Connecticut
$30K +$8.92K +51 +51%
SIAG
1681
Signet Investment Advisory Group
Rhode Island
$30K +$26.8K +153 New
CI
1682
CX Institutional
Indiana
$29K -$78.9K -451 -75%
HIM
1683
HawsGoodwin Investment Management
Tennessee
$29K -$5.95K -34 -19%
SFP
1684
Sterling Financial Planning
New Jersey
$28K +$24.7K +141 New
RCA
1685
Ranch Capital Advisors
Florida
$27K
FGAM
1686
Financial Gravity Asset Management
Texas
$27K +$24K +137 New
SFA
1687
Stewardship Financial Advisors
Georgia
$26K
LDFR
1688
Lehman & Derafelo Financial Resources
Pennsylvania
$25K
FCA
1689
FinTrust Capital Advisors
South Carolina
$25K +$1.05K +6 +5%
TC
1690
Truvestments Capital
Florida
$25K +$18.5K +106 +379%
FWM
1691
Focused Wealth Management
New York
$25K +$22.6K +129 New
JPLA
1692
Joseph P. Lucia & Associates
New York
$24K +$21.7K +124 New
GTAM
1693
Global Trust Asset Management
Florida
$22K
NWA
1694
Navis Wealth Advisors
New York
$22K +$19.4K +111 New
GWM
1695
Greenhouse Wealth Management
Connecticut
$20K +$17.5K +100 New
MCM
1696
McMillion Capital Management
North Carolina
$20K +$17.5K +100 New
BA
1697
Bellwether Advisors
Nebraska
$20K +$18.5K +106 New
CAL
1698
Capital Analysts LLC
Pennsylvania
$19K -$385K -2,202 -96%
SPWG
1699
Sage Private Wealth Group
Illinois
$18K +$16.1K +92 New
CP
1700
Covenant Partners
Tennessee
$17K