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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
CF
1051
Centaurus Financial
California
$408K +$337K +2,185 +497%
BFO
1052
Biltmore Family Office
North Carolina
$406K
WIP
1053
Wellesley Investment Partners
Massachusetts
$406K +$71.8K +466 +22%
MC
1054
Miramar Capital
Illinois
$404K -$15.4K -100 -4%
SWRP
1055
Summit Wealth & Retirement Planning
California
$402K -$94.2K -611 -19%
LA
1056
Lynch & Associates
Indiana
$401K
AIP
1057
Almanack Investment Partners
Pennsylvania
$400K +$28.8K +187 +8%
BAM
1058
Baldrige Asset Management
Pennsylvania
$399K -$2.62K -17 -0.7%
LC
1059
LCNB Corp
Ohio
$398K +$29.8K +193 +8%
MC
1060
Martin & Co
Tennessee
$396K -$3.08K -20 -0.8%
KPCM
1061
Kings Point Capital Management
New York
$396K +$6.63K +43 +2%
HFA
1062
Huber Financial Advisors
Illinois
$393K -$71.2K -462 -15%
BWA
1063
BlueSky Wealth Advisors
North Carolina
$391K +$180K +1,165 +86%
BMM
1064
Buffington Mohr McNeal
Idaho
$390K
DCM
1065
Dupont Capital Management
Delaware
$389K +$385K +2,500 New
VAS
1066
Vestmark Advisory Solutions
Massachusetts
$386K -$240K -1,555 -39%
GIP
1067
Granite Investment Partners
California
$386K +$66.1K +429 +21%
FPFS
1068
First Personal Financial Services
North Carolina
$383K -$15.4K -100 -4%
DBRC
1069
D.B. Root & Company
Pennsylvania
$383K +$15.4K +100 +4%
AW
1070
ACG Wealth
Georgia
$382K -$21K -136 -5%
TFS
1071
TrustCore Financial Services
Tennessee
$374K +$198K +1,286 +115%
SG
1072
StoneX Group
New York
$373K -$284K -1,844 -43%
MAS
1073
Madden Advisory Services
Florida
$373K
PWW
1074
Pettyjohn Wood & White
Virginia
$373K
RA
1075
RFG Advisory
Alabama
$373K +$369K +2,397 New