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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
IFWM
1126
Institute for Wealth Management
Colorado
$315K +$37.6K +244 +14%
TA
1127
Trellis Advisors
Washington
$314K
B
1128
Brightworth
Georgia
$314K +$69.4K +450 +29%
FFN
1129
Focus Financial Network
Minnesota
$313K +$154 +1 +0%
BWM
1130
Brickley Wealth Management
California
$311K
Victory Capital Management
1131
Victory Capital Management
Texas
$311K +$305K +1,978 +8,991%
NFG
1132
NewFocus Financial Group
Washington
$310K -$62.3K -404 -17%
AF
1133
Arrow Financial
New York
$309K -$480K -3,115 -61%
HCM
1134
HMS Capital Management
Tennessee
$308K
SBIA
1135
Sheaff Brock Investment Advisors
Indiana
$305K +$462 +3 +0.2%
GCM
1136
Gables Capital Management
Florida
$305K +$15.4K +100 +5%
MM
1137
Meridian Management
Arkansas
$304K
TP
1138
Truvvo Partners
New York
$303K +$301K +1,950 New
WPA
1139
West Paces Advisors
Georgia
$302K
CTA
1140
Chesley Taft & Associates
Illinois
$299K -$12.8K -83 -4%
BMC
1141
Beaton Management Company
Massachusetts
$299K +$15.4K +100 +5%
UWPG
1142
Ullmann Wealth Partners Group
Florida
$297K
FCA
1143
FLC Capital Advisors
California
$294K +$71.7K +465 +32%
MG
1144
McCutchen Group
Washington
$293K -$204K -1,321 -41%
KF
1145
Krilogy Financial
Missouri
$293K +$23.4K +152 +9%
RCA
1146
Rowland Carmichael Advisors
Arizona
$292K -$59.8K -388 -17%
NIM
1147
Northeast Investment Management
Massachusetts
$291K
P
1148
&Partners
Tennessee
$291K
Mackenzie Financial
1149
Mackenzie Financial
Ontario, Canada
$290K -$4.39M -28,471 -94%
CAN
1150
Claraphi Advisory Network
United States
$290K +$287K +1,863 New