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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
CT
1076
Cambridge Trust
Massachusetts
$371K -$62K -402 -14%
CFS
1077
CRA Financial Services
New Jersey
$371K -$3.85K -25 -1%
YWP
1078
YorkBridge Wealth Partners
New York
$371K +$61.5K +399 +20%
KTA
1079
Keeley-Teton Advisors
Illinois
$367K
ACI
1080
Alpha Cubed Investments
California
$367K +$118K +763 +48%
SP
1081
Successful Portfolios
Florida
$365K
DLCIG
1082
D.L. Carlson Investment Group
New Hampshire
$364K -$30.1K -195 -8%
MCM
1083
Murphy Capital Management
New Jersey
$363K -$264K -1,711 -42%
BCM
1084
Birmingham Capital Management
Alabama
$363K
DWM
1085
Darwin Wealth Management
Florida
$362K -$20.2K -131 -5%
FG
1086
Fiduciary Group
Georgia
$362K
PNAA
1087
Pictet North America Advisors
Switzerland
$358K -$344K -2,230 -49%
LNB
1088
Ledyard National Bank
$356K -$39.9K -259 -10%
SSW
1089
Smith Shellnut Wilson
Mississippi
$355K -$502K -3,257 -59%
WA
1090
Wealth Architects
California
$354K -$147K -952 -29%
Kovitz Investment Group Partners
1091
Kovitz Investment Group Partners
Illinois
$354K
MCA
1092
Mercer Capital Advisers
New Jersey
$352K
VIM
1093
Vista Investment Management
Pennsylvania
$352K
CBN
1094
Cadence Bank NA
Texas
$350K +$23.1K +150 +7%
BCM
1095
BTR Capital Management
California
$350K +$347K +2,252 New
VCAM
1096
Van Cleef Asset Management
Ohio
$348K
FHA
1097
Flagship Harbor Advisors
Massachusetts
$347K -$24.5K -159 -7%
IC
1098
InterOcean Capital
Illinois
$347K -$3.39K -22 -1%
AWS
1099
AJ Wealth Strategies
New York
$347K +$6.78K +44 +2%
CCM
1100
Crabel Capital Management
California
$345K +$59.5K +386 +21%