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iShares Russell 2000 ETF

1,370 hedge funds and large institutions have $39.1B invested in iShares Russell 2000 ETF in 2019 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 506 increasing their positions, 555 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 76

1.43% more ownership

Funds ownership: 91.63%93.06% (+1.4%)

0% less funds holding

Funds holding: 1,3711,370 (-1)

2% less capital invested

Capital invested by funds: $39.7B → $39.1B (-$600M)

9% less repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 555

3% less funds holding in top 10

Funds holding in top 10: 177172 (-5)

45% less call options, than puts

Call options by funds: $12.4B | Put options by funds: $22.5B

Holders
1,370
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
29.76%
Holding in Top 10
172
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-2.82%
% of All Funds
3.74%
New
87
Increased
506
Reduced
555
Closed
76
Calls
$12.4B
Puts
$22.5B
Net Calls
-$10.1B
Net Calls Change
+$7.09B
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
401
IHT Wealth Management
Illinois
$4.65M +$87.7K +569 +2%
BCM
402
Bayesian Capital Management
New York
$4.65M +$4.61M +29,900 New
NEGWA
403
New England Guild Wealth Advisors
Connecticut
$4.64M +$67.2K +436 +1%
NEPWA
404
New England Private Wealth Advisors
Massachusetts
$4.62M +$12.5K +81 +0.3%
HIMC
405
Heritage Investors Management Corp
Maryland
$4.62M -$110K -715 -2%
Calamos Advisors
406
Calamos Advisors
Illinois
$4.59M
TSS
407
Two Sigma Securities
New York
$4.59M +$4.03M +26,147 +781%
CCT
408
Country Club Trust
Missouri
$4.53M +$797K +5,170 +22%
PA
409
Paracle Advisors
Washington
$4.52M -$79.8K -518 -2%
FMC
410
First Merchants Corp
Indiana
$4.52M +$266K +1,726 +6%
PGWM
411
Parisi Gray Wealth Management
New Jersey
$4.49M -$195K -1,267 -4%
STA
412
Summit Trail Advisors
New York
$4.41M -$1.89M -12,267 -30%
IWA
413
Intercontinental Wealth Advisors
Texas
$4.39M -$260K -1,685 -6%
AA
414
Ancora Advisors
Ohio
$4.34M +$112K +728 +15%
First Trust Advisors
415
First Trust Advisors
Illinois
$4.31M -$1.99M -12,892 -48%
DE
416
Day & Ennis
Georgia
$4.3M -$204K -1,322 -5%
Kayne Anderson Rudnick Investment Management
417
Kayne Anderson Rudnick Investment Management
California
$4.3M +$2.34M +15,195 +123%
HCC
418
Hirtle Callaghan & Co
Pennsylvania
$4.28M -$51.3K -333 -1%
CG
419
Cutler Group
California
$4.27M +$4.24M +27,480 New
Macquarie Group
420
Macquarie Group
Australia
$4.25M +$4.21M +27,300 New
DWT
421
Dorsey & Whitney Trust
South Dakota
$4.23M +$391K +2,536 +10%
FWM
422
Frontier Wealth Management
Missouri
$4.21M +$292K +1,893 +8%
PFPT
423
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.2M +$191K +1,240 +5%
PFO
424
Pathstone Family Office
New Jersey
$4.19M +$403K +2,614 +11%
AC
425
Alexandria Capital
Virginia
$4.18M -$40.4K -262 -1%