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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
PWM
1426
PRW Wealth Management
Massachusetts
-$108K -707 Closed
CHP
1427
Cable Hill Partners
Oregon
-$102K -668 Closed
KPW
1428
Kore Private Wealth
New York
-$98K -641 Closed
BCM
1429
Basso Capital Management
Connecticut
-$77.1K -500 Closed
AP
1430
Atwood & Palmer
Missouri
-$69K -450 Closed
SPL
1431
Smart Portfolios LLC
Washington
-$47K -307 Closed
CGT
1432
Capital Guardian Trust
California
-$47K -305 Closed
SHIM
1433
Stone House Investment Management
Pennsylvania
-$43K -283 Closed
FCMT
1434
Founders Capital Management (Texas)
Texas
-$43K -281 Closed
PGA
1435
Premia Global Advisors
Florida
-$42K -276 Closed
AWM
1436
Aevitas Wealth Management
Massachusetts
-$27K -182 Closed
NWM
1437
Northwest Wealth Management
Iowa
-$27K -179 Closed
FNC
1438
First National Corp
Massachusetts
-$27K -177 Closed
1832 Asset Management
1439
1832 Asset Management
Ontario, Canada
-$27K -175 Closed
AC
1440
Avestar Capital
New York
-$19K -130 Closed
IWP
1441
Icon Wealth Partners
Texas
-$20K -130 Closed
POIA
1442
Pin Oak Investment Advisors
Texas
-$17K -110 Closed
CWA
1443
Clarus Wealth Advisors
Arizona
-$16K -105 Closed
WWM
1444
Willingdon Wealth Management
North Carolina
-$15K -100 Closed
CFA
1445
Camarda Financial Advisors
Florida
-$12K -76 Closed
IC
1446
Inscription Capital
Texas
-$11K -75 Closed
OAJ
1447
Ogorek Anthony Joseph
New York
-$1K -12 Closed
OWA
1448
One Wealth Advisors
California
-$2K -10 Closed
JCM
1449
Julex Capital Management
Massachusetts
-$617 -4 -50%
BCMIO
1450
Beacon Capital Management Inc (Ohio)
Ohio
+$308 +2 New