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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
OWM
1801
Orgel Wealth Management
Wisconsin
-$309K -2,060 Closed
BHA
1802
Beech Hill Advisors
New York
-$300K -2,000 Closed
5L
1803
55I LLC
Massachusetts
-$279K -1,861 Closed
MS
1804
Maven Securities
Jersey
-$272K -1,800 Closed
AWM
1805
Apollon Wealth Management
South Carolina
-$235K -1,567 Closed
SCM
1806
Southport Capital Management
Tennessee
-$213K -1,422 Closed
QWM
1807
QP Wealth Management
New Jersey
-$210K -1,400 Closed
XS
1808
XR Securities
Illinois
-$202K -1,351 Closed
DI
1809
Diligent Investors
California
-$202K -1,350 Closed
WP
1810
WealthShield Partners
North Carolina
-$84K -559 Closed
CPW
1811
Catalyst Private Wealth
California
-$61K -407 Closed
WCG
1812
Weaver Consulting Group
California
-$57K -382 Closed
SIA
1813
SeaBridge Investment Advisors
New Jersey
-$39K -259 Closed
RCM
1814
Robinson Capital Management
Michigan
-$36K -240 Closed
BDWM
1815
Brewin Dolphin Wealth Management
Ireland
-$23.4K -156 Closed
HWM
1816
HighMark Wealth Management
Minnesota
-$23K -151 Closed
CICI
1817
Capital Investment Counsel Inc
North Carolina
-$22K -147 Closed
NIC
1818
Northwest Investment Counselors
Oregon
-$15K -100 Closed
MFIMFI
1819
Mesirow Financial Investment Management - Fixed Income
Illinois
-$15K -98 Closed
BWM
1820
BNC Wealth Management
Oregon
-$11K -73 Closed
FMP
1821
Financial Management Professionals
Texas
-$5K -34 Closed
AA
1822
Advisory Alpha
Michigan
-$3K -21 Closed
FA
1823
Faithward Advisors
Pennsylvania
-$2K -11 Closed
NIM
1824
NuWave Investment Management
New Jersey
-$2K -11 Closed
RA
1825
Rational Advisors
New York
-$2K -11 Closed