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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
Goldman Sachs
1
Goldman Sachs
New York
$5.6B -$643M -3,675,541 -11%
Bank of America
2
Bank of America
North Carolina
$5.3B -$1B -5,735,279 -18%
Wells Fargo
3
Wells Fargo
California
$5.21B +$585M +3,341,960 +14%
BlackRock
4
BlackRock
New York
$2.94B +$123M +705,055 +5%
Morgan Stanley
5
Morgan Stanley
New York
$2.55B -$179M -1,023,178 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
6
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.01B +$1.66B +9,492,100 +1,215%
Citigroup
7
Citigroup
New York
$1.87B +$1.12B +6,397,466 +204%
UBS Group
8
UBS Group
Switzerland
$1.74B -$53.7M -306,592 -3%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.58B -$1.31B -7,479,408 -48%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.12B +$218M +1,243,151 +28%
LPL Financial
11
LPL Financial
California
$1.11B +$290M +1,657,169 +41%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$961M -$42.9M -244,954 -5%
PCA
13
Personal Capital Advisors
California
$941M +$14M +80,196 +2%
Rafferty Asset Management
14
Rafferty Asset Management
New York
$934M +$264M +1,506,185 +46%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$715M -$5.43M -31,012 -0.8%
Northern Trust
16
Northern Trust
Illinois
$674M +$11.2M +63,782 +2%
Barclays
17
Barclays
United Kingdom
$662M -$1.41B -8,084,538 -71%
TD Asset Management
18
TD Asset Management
Ontario, Canada
$601M +$536M +3,065,010 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$578M +$138M +787,737 +36%
MIFH
20
Migdal Insurance & Financial Holdings
Israel
$553M +$194M +1,110,500 +65%
M&T Bank
21
M&T Bank
New York
$538M +$7.21M +41,185 +2%
Millennium Management
22
Millennium Management
New York
$514M +$438M +2,503,682 +2,085%
CS
23
Credit Suisse
Switzerland
$503M +$261M +1,493,648 +139%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$478M +$1.22M +6,953 +0.3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$468M -$107M -610,146 -20%