We are live on ! Find out more
IWM icon

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
RWA
676
Ropes Wealth Advisors
Massachusetts
$1.39M +$15.4K +100 +1%
JA
677
JVL Associates
Michigan
$1.37M
CGA
678
Crescent Grove Advisors
Illinois
$1.37M +$482K +3,128 +55%
CFIA
679
Cantor Fitzgerald Investment Advisors
New York
$1.36M -$323K -2,096 -19%
1IA
680
1834 Investment Advisors
Wisconsin
$1.36M +$54.9K +356 +4%
ESB
681
Essex Savings Bank
Connecticut
$1.34M +$600K +3,893 +82%
FC
682
FCA Corp
Texas
$1.34M +$107K +696 +9%
BFO
683
Boston Family Office
Massachusetts
$1.33M
LBC
684
Lowe Brockenbrough & Co
Virginia
$1.33M
PA
685
PFG Advisors
Arizona
$1.33M -$21.6K -140 -2%
PWMAG
686
Pinnacle Wealth Management Advisory Group
New Jersey
$1.32M +$3.54K +23 +0.3%
OIA
687
Optimum Investment Advisors
Illinois
$1.29M -$159K -1,034 -11%
MJRIC
688
Mogy Joel R Investment Counsel
California
$1.29M +$272K +1,767 +27%
TIM
689
Tortoise Investment Management
New York
$1.29M +$1.23K +8 +0.1%
KP
690
Keel Point
Alabama
$1.28M -$63.4K -411 -5%
RSWM
691
Robertson Stephens Wealth Management
California
$1.28M +$154 +1 +0%
IAM
692
Iridian Asset Management
Connecticut
$1.28M +$71.1K +461 +6%
CHJWM
693
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.27M +$21K +136 +2%
RMDI
694
R.M. Davis Inc
Maine
$1.27M +$40.8K +265 +3%
CC
695
Chicago Capital
Illinois
$1.27M +$12.6K +82 +1%
TW
696
Transform Wealth
Colorado
$1.27M -$335K -2,176 -21%
PCG
697
Private Capital Group
Connecticut
$1.26M +$112K +727 +10%
GLA
698
Good Life Advisors
Pennsylvania
$1.26M +$5.24K +34 +0.4%
BAM
699
Berkshire Asset Management
Pennsylvania
$1.26M -$26.2K -170 -2%
BBHC
700
Brown Brothers Harriman & Co
New York
$1.25M +$284K +1,844 +30%