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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
PTB
1001
Pioneer Trust Bank
Oregon
$480K
TWA
1002
TCI Wealth Advisors
Arizona
$477K -$193K -1,255 -29%
KL
1003
KWMG LLC
Kansas
$477K -$3.39K -22 -0.7%
CG
1004
Cynosure Group
Utah
$476K
RWA
1005
Redhawk Wealth Advisors
Minnesota
$472K -$187K -1,215 -29%
SDWIA
1006
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$467K
GI
1007
GAMCO Investors
Connecticut
$467K +$462K +3,000 New
BA
1008
Bristlecone Advisors
Washington
$466K +$462K +2,995 New
BP
1009
BBR Partners
New York
$461K
LWCFA
1010
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$461K
CL
1011
CIM LLC
New York
$461K +$4.78K +31 +1%
SFSIG
1012
San Francisco Sentry Investment Group
California
$455K -$24K -156 -5%
KHLMTHM
1013
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$454K
BFA
1014
Bragg Financial Advisors
North Carolina
$449K
VCP
1015
Vista Capital Partners
Oregon
$449K +$154 +1 +0%
BWP
1016
Bernardo Wealth Planning
Pennsylvania
$447K -$9.25K -60 -2%
VA
1017
Valmark Advisers
Ohio
$447K +$69.7K +452 +19%
RWA
1018
River Wealth Advisors
Pennsylvania
$446K -$78.3K -508 -15%
BHB
1019
Bank Hapoalim BM
Israel
$444K -$26.2K -170 -6%
WI
1020
Wedgewood Investors
Pennsylvania
$443K +$3.7K +24 +0.8%
OCM
1021
One Capital Management
California
$442K -$13.1K -85 -3%
Toronto Dominion Bank
1022
Toronto Dominion Bank
Ontario, Canada
$439K +$870K +5,642 New
WCM
1023
Wunderlich Capital Managemnt
Tennessee
$439K
Lazard Asset Management
1024
Lazard Asset Management
New York
$438K
HCM
1025
Hilton Capital Management
New York
$437K +$433K +2,810 New