We are live on ! Find out more
IWM icon

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
UB
1326
UMB Bank
Missouri
$21.7K -$927K -6,013 -4%
SFA
1327
Stewardship Financial Advisors
Georgia
$21K
SWP
1328
Strategic Wealth Partners
Ohio
$20K -$3.54K -23 -15%
PCM
1329
Princeton Capital Management
New Jersey
$19K
LDFR
1330
Lehman & Derafelo Financial Resources
Pennsylvania
$18K +$17.6K +114 +3,800%
JPLA
1331
Joseph P. Lucia & Associates
New York
$17K -$4.92M -31,943 -100%
GTAM
1332
Global Trust Asset Management
Florida
$17K
LF
1333
Lee Financial
Texas
$17K
MCM
1334
McMillion Capital Management
North Carolina
$16K +$15.4K +100 New
LWM
1335
Lenox Wealth Management
Ohio
$15K
QCIG
1336
Quad-Cities Investment Group
Iowa
$14K +$13.6K +88 New
HDIM
1337
Hanson & Doremus Investment Management
Vermont
$12K
NPP
1338
New Potomac Partners
Maryland
$12K
TCM
1339
Tradewinds Capital Management
Washington
$12K
BCI
1340
Brinker Capital Investments
Pennsylvania
$12K +$12.3K +80 New
Fuller & Thaler Asset Management
1341
Fuller & Thaler Asset Management
California
$11K
MWC
1342
MKD Wealth Coaches
Michigan
$11K
SA
1343
SRH Advisors
Kansas
$11K
PCA
1344
Providence Capital Advisors
North Carolina
$11K +$10.5K +68 New
BHWM
1345
Bay Harbor Wealth Management
Maryland
$9K -$1.08K -7 -11%
BWA
1346
Burt Wealth Advisors
Maryland
$9K
CMBA
1347
C.M. Bidwell & Associates
Hawaii
$9K
RIA
1348
RPG Investment Advisory
California
$9K
FCA
1349
FinTrust Capital Advisors
South Carolina
$8K
SIS
1350
Sound Income Strategies
Florida
$8K