IWM icon

iShares Russell 2000 ETF

1,370 hedge funds and large institutions have $39.7B invested in iShares Russell 2000 ETF in 2019 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 480 increasing their positions, 586 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,370
Holders Change
-29
Holders Change %
-2.07%
% of All Funds
29.7%
Holding in Top 10
177
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.28%
% of All Funds
3.84%
New
122
Increased
480
Reduced
586
Closed
137
Calls
$10.2B
Puts
$27.4B
Net Calls
-$17.2B
Net Calls Change
-$8.76B
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
326
Geneos Wealth Management
Colorado
$6.35M -$1.47M -9,635 -19%
BO
327
Bach Option
Hong Kong
$6.32M +$2.82M +18,416 +81%
SQA
328
Simon Quick Advisors
New Jersey
$6.31M -$16.9M -110,638 -73%
CCFCSB
329
Cape Cod Five Cents Savings Bank
Massachusetts
$6.3M -$297K -1,940 -5%
BAM
330
Bruderman Asset Management
New York
$6.29M -$149K -976 -2%
AIA
331
Arcadia Investment Advisors
Idaho
$6.27M +$724K +4,726 +13%
CAGAS
332
Capital Advisory Group Advisory Services
Minnesota
$6.23M -$192K -1,257 -3%
STA
333
Summit Trail Advisors
New York
$6.22M +$6.22M +40,623 New
BC
334
Brinker Capital
Pennsylvania
$6.19M +$2.84M +18,533 +85%
MIAN
335
Mariner Independent Advisor Network
Kansas
$6.18M -$456K -2,953 -7%
SIC
336
Sigma Investment Counselors
Michigan
$6.15M +$220K +1,435 +4%
G
337
GenTrust
Florida
$6.1M +$93.8K +613 +2%
MOACM
338
Mutual of America Capital Management
New York
$6.06M +$6.06M +39,610 New
CANC
339
Culbertson A N & Co
Virginia
$6.06M -$223K -1,457 -4%
LNC
340
Lincoln National Corp
Pennsylvania
$6.03M -$4.64M -30,305 -44%
SMC
341
Smith, Moore & Co
Missouri
$5.99M +$314K +1,963 +6%
WF
342
Welch & Forbes
Massachusetts
$5.92M +$5.36K +35 +0.1%
RC
343
Rinet Company
Massachusetts
$5.9M +$130K +849 +2%
SS
344
Simplicity Solutions
Minnesota
$5.89M +$2M +13,092 +52%
CWM
345
Confluence Wealth Management
Oregon
$5.87M +$256K +1,673 +5%
WAP
346
Wealthcare Advisory Partners
Pennsylvania
$5.82M -$10.6M -69,001 -64%
CIG
347
Consolidated Investment Group
Colorado
$5.8M -$995K -6,500 -15%
PFM
348
Parsec Financial Management
North Carolina
$5.8M +$676K +4,415 +13%
NB
349
NBT Bank
New York
$5.78M -$207K -1,354 -3%
AP
350
Appleton Partners
Massachusetts
$5.73M +$97.4K +636 +2%