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 %
RA
976
Rational Advisors
New York
$509K +$503K +3,287 +9,131%
CAAS
977
Capital Asset Advisory Services
Michigan
$508K +$43K +281 +9%
KAH
978
Kathryn A. Hall
$505K +$505K +3,300 New
AFC
979
AFT Forsyth & Company
Florida
$504K
RW
980
REDW Wealth
New Mexico
$502K +$306 +2 +0.1%
UWM
981
USAdvisors Wealth Management
Minnesota
$500K -$13.6K -89 -3%
OWP
982
Obermeyer Wealth Partners
Colorado
$499K -$76.6K -500 -13%
NSIM
983
North Star Investment Management
Illinois
$497K -$36.5K -238 -7%
WA
984
Wealth Architects
California
$494K
PFC
985
Poplar Forest Capital
California
$493K
CWM
986
Concentric Wealth Management
California
$492K +$306 +2 +0.1%
BDF
987
Balasa Dinverno & Foltz
$491K
MG
988
McCutchen Group
Washington
$491K +$204K +1,330 +71%
IBOK
989
Independence Bank of Kentucky
Kentucky
$491K +$248K +1,620 +102%
SWRP
990
Summit Wealth & Retirement Planning
California
$489K +$459 +3 +0.1%
PTC
991
Philadelphia Trust Company
Pennsylvania
$488K +$488K +3,185 New
EIP
992
Ellis Investment Partners
Pennsylvania
$487K -$38.5K -249 -7%
BWM
993
BigSur Wealth Management
Florida
$487K
CCG
994
Cypress Capital Group
Florida
$482K -$3.83K -25 -0.8%
SFM
995
Signet Financial Management
New Jersey
$480K +$37K +235 +8%
AUB
996
Atlantic Union Bankshares
Virginia
$478K +$478K +3,121 New
KL
997
KWMG LLC
Kansas
$473K -$38.6K -252 -8%
DCM
998
Donaldson Capital Management
Indiana
$473K
HI
999
Harrington Investments
California
$473K
SFSIG
1000
San Francisco Sentry Investment Group
California
$472K -$94.8K -619 -17%