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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
RCIM
626
Red Cedar Investment Management
Michigan
$18K
AIA
627
Armor Investment Advisors
North Carolina
$16K -$1.43K -12 -8%
WWM
628
Willingdon Wealth Management
North Carolina
$16K
S
629
SignatureFD
Georgia
$15K -$99.3K -831 -87%
FHB
630
First Hawaiian Bank
Hawaii
$14K
DWM
631
Destination Wealth Management
California
$13K +$12.5K +105 New
BWM
632
BerganKDV Wealth Management
Minnesota
$12K
EI
633
Ellevest Inc
New York
$12K
CMO
634
Covenant Multifamily Offices
Texas
$12K +$11.6K +97 New
CRM
635
Cramer Rosenthal McGlynn
Connecticut
$11K -$437K -3,660 -98%
AIM
636
Arcadia Investment Management
Michigan
$11K -$186K -1,560 -95%
NWA
637
New World Advisors
Massachusetts
$11K +$11K +92 New
LHC
638
Little House Capital
Massachusetts
$11K +$11.9K +100 New
ARMC
639
American Research & Management Company
Massachusetts
$10K
CBT
640
Central Bank & Trust
Kentucky
$10K
HCM
641
Highlander Capital Management
New Jersey
$10K
1NWS
642
1 North Wealth Services
Maryland
$9K
BWA
643
Burt Wealth Advisors
Maryland
$9K
PFO
644
Pathstone Family Office
New Jersey
$9K
AC
645
Avestar Capital
New York
$9K +$9.56K +80 New
CIM
646
Contravisory Investment Management
Massachusetts
$8K +$8K +67 New
BCI
647
Brinker Capital Investments
Pennsylvania
$7K
CAGAS
648
Capital Advisory Group Advisory Services
Minnesota
$7K
FRA
649
Front Row Advisors
California
$7K
TRCT
650
Tower Research Capital (TRC)
New York
$7K +$3.94K +33 +143%