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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
WP
1101
WMS Partners
Maryland
$345K +$73.1K +474 +27%
APCM
1102
Alaska Permanent Capital Management
Alaska
$345K +$343K +2,225 New
GIA
1103
GHP Investment Advisors
Colorado
$343K +$462 +3 +0.1%
PPCM
1104
Pillar Pacific Capital Management
California
$342K -$15.6K -101 -4%
CAM
1105
Concorde Asset Management
Michigan
$340K -$399K -2,589 -54%
BWM
1106
BerganKDV Wealth Management
Minnesota
$339K -$1.08K -7 -0.3%
MWM
1107
Modera Wealth Management
New Jersey
$338K +$42.4K +275 +15%
FPS
1108
Fieldpoint Private Securities
Connecticut
$337K +$275K +1,785 +470%
SMFG
1109
Sumitomo Mitsui Financial Group
Japan
$336K -$654K -4,245 -66%
HA
1110
Harborview Advisors
Maine
$334K +$18K +117 +6%
PFA
1111
Pettinga Financial Advisors
Indiana
$334K +$108K +700 +48%
IIC
1112
Ironwood Investment Counsel
Arizona
$333K -$80.8K -524 -20%
PBO
1113
Peoples Bank (Ohio)
Ohio
$332K -$22K -143 -6%
MFW
1114
Mosaic Family Wealth
Missouri
$331K
SCA
1115
STALEY CAPITAL ADVISERS
Pennsylvania
$328K +$325K +2,110 New
BFC
1116
Bedel Financial Consulting
Indiana
$326K +$10.8K +70 +3%
FIM
1117
Frontier Investment Management
Texas
$325K +$2.77K +18 +0.9%
CA
1118
Cornerstone Advisory
Maryland
$324K -$5.7K -37 -2%
PIM
1119
Penobscot Investment Management
Massachusetts
$323K
WA
1120
Winfield Associates
Ohio
$320K
NFG
1121
Nations Financial Group
Iowa
$319K +$39K +253 +14%
CIA
1122
Capital Investment Advisors
Georgia
$317K +$30.8K +200 +11%
ISB
1123
Iowa State Bank
Iowa
$316K
TVAMP
1124
Tennessee Valley Asset Management Partners
Tennessee
$315K -$10K -65 -3%
ZIM
1125
Zacks Investment Management
Illinois
$315K +$15K +97 +5%