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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
KCPG
1201
Kavar Capital Partners Group
Kansas
$228K
FIMS
1202
FBL Investment Management Services
Iowa
$227K +$1.39K +9 +0.6%
EWM
1203
Executive Wealth Management
Michigan
$226K +$51.6K +335 +30%
OWM
1204
Orgel Wealth Management
Wisconsin
$225K -$21K -136 -9%
HCM
1205
Howland Capital Management
Massachusetts
$225K -$5.55K -36 -2%
LFA
1206
Legacy Financial Advisors
Kentucky
$224K
HPC
1207
Hobart Private Capital
North Carolina
$224K -$36.4K -236 -14%
TCOV
1208
Trust Company of Vermont
Vermont
$223K
SWM
1209
SVA Wealth Management
Wisconsin
$222K
HCM
1210
Hudson Capital Management
New Jersey
$221K +$228K +1,482 New
CW
1211
Cobiz Wealth
Colorado
$219K -$20K -130 -8%
CBOR
1212
Community Bank of Raymore
Missouri
$219K
PWP
1213
Private Wealth Partners
California
$219K +$218K +1,411 New
GWMIA
1214
Global Wealth Management Investment Advisory
Florida
$218K -$25.9K -168 -11%
BO
1215
Bank OZK
Arkansas
$218K +$216K +1,401 New
MAU
1216
MRA Associates USA
Arizona
$218K
FA
1217
FC Advisory
Pennsylvania
$215K +$154 +1 +0.1%
BL
1218
BFSG LLC
California
$214K
WANY
1219
Wealthspire Advisors (New York)
New York
$214K +$212K +1,377 New
KM
1220
Kalos Management
Georgia
$213K -$216K -1,404 -51%
FFG
1221
Frisch Financial Group
New York
$211K -$52.9K -343 -20%
BHTS
1222
Bar Harbor Trust Services
Maine
$211K
HR
1223
Howe & Rusling
New York
$210K
ANBT
1224
American National Bank & Trust
Texas
$208K
WDL
1225
Well Done LLC
Michigan
$204K -$462 -3 -0.2%