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iShares Russell 2000 Value ETF

674 hedge funds and large institutions have $5.67B invested in iShares Russell 2000 Value ETF in 2019 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 196 increasing their positions, 257 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $33.2M | Put options by funds: $10.9M

29% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 63

2% more funds holding in top 10

Funds holding in top 10: 4546 (+1)

1% more funds holding

Funds holding: 666674 (+8)

3% less capital invested

Capital invested by funds: $5.83B → $5.67B (-$157M)

4.75% less ownership

Funds ownership: 66.82%62.07% (-4.8%)

24% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 257

Holders
674
Holders Change
+8
Holders Change %
+1.2%
% of All Funds
14.59%
Holding in Top 10
46
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.22%
% of All Funds
1%
New
81
Increased
196
Reduced
257
Closed
63
Calls
$33.2M
Puts
$10.9M
Net Calls
+$22.4M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
426
Connecticut Wealth Management
Connecticut
$373K +$1.31K +11 +0.4%
RG
427
Rikoon Group
New Mexico
$371K +$6.57K +55 +2%
PSUF
428
People's United Financial
Connecticut
$370K +$7.53K +63 +2%
PA
429
Parallel Advisors
California
$368K
WI
430
Wedgewood Investors
Pennsylvania
$367K
CBU
431
CIBC Bank USA
Illinois
$366K -$111K -929 -23%
SIA
432
Starfire Investment Advisers
Michigan
$363K +$1.2K +10 +0.3%
KMWM
433
Keudell/Morrison Wealth Management
Oregon
$360K +$358K +3,000 New
MAP
434
Managed Asset Portfolios
Michigan
$356K -$23.9K -200 -6%
AI
435
Atria Investments
North Carolina
$355K -$346K -2,893 -49%
BF
436
Blankinship & Foster
California
$350K +$1.07K +9 +0.3%
CWS
437
Cypress Wealth Services
California
$349K -$6.09K -51 -2%
TWP
438
Total Wealth Planning
Ohio
$343K
FUBT
439
First United Bank & Trust
Maryland
$341K -$204K -1,706 -37%
EK
440
Evensky & Katz
Florida
$341K +$1.67K +14 +0.5%
APG
441
Abacus Planning Group
South Carolina
$339K
MFGP
442
Marshall Financial Group (Pennsylvania)
Pennsylvania
$339K
G
443
GenTrust
Florida
$338K
3AM
444
3D Asset Management
Connecticut
$336K -$10K -84 -3%
IA
445
IFP Advisors
Florida
$329K -$926K -7,749 -74%
CWM
446
Cornerstone Wealth Management
Missouri
$329K -$2.75K -23 -0.3%
MAU
447
MRA Associates USA
Arizona
$326K +$119 +1 +0%
CIR
448
Clear Investment Research
Georgia
$322K -$2.39K -20 -0.7%
CM
449
Cornerstone Management
Georgia
$317K -$436K -3,651 -58%
PA
450
PFG Advisors
Arizona
$314K -$49.3K -413 -14%