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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
EWM
651
Executive Wealth Management
Michigan
$7K +$5.26K +44 +314%
ME
652
McIlrath & Eck
Washington
$6K
PCA
653
Peddock Capital Advisors
Massachusetts
$6K
PWMG
654
Prestige Wealth Management Group
New Jersey
$6K
WP
655
WealthShield Partners
North Carolina
$5K -$17K -142 -76%
LWA
656
Lenox Wealth Advisors
New York
$5K
WCM
657
Whitener Capital Management
North Carolina
$5K
PCA
658
Providence Capital Advisors
North Carolina
$4K
SWA
659
Sutton Wealth Advisors
Florida
$3.24K
GT
660
Glenmede Trust
Pennsylvania
$3.21K +$68.2K +571 +2%
AssetMark Inc
661
AssetMark Inc
California
$3K
BWL
662
Bogart Wealth LLC
Virginia
$3K
JFA
663
JNBA Financial Advisors
Minnesota
$3K
LGWM
664
Litman Gregory Wealth Management
California
$3K
GI
665
Gradient Investments
Minnesota
$2K -$6.69K -56 -79%
CFA
666
Carroll Financial Associates
North Carolina
$2K
CA
667
Crewe Advisors
Utah
$2K
LFG
668
Larson Financial Group
Missouri
$2K
FCB
669
First Command Bank
Texas
$2K +$2.39K +20 New
FCFS
670
First Command Financial Services
Texas
$2K +$2.39K +20 New
ACA
671
Anchor Capital Advisors
Massachusetts
$1.58K -$946K -7,916 -37%
VNA
672
Valley National Advisers
Pennsylvania
$1K -$17.8K -149 -93%
GWS
673
Glassman Wealth Services
Virginia
$1K
OIA
674
Optimum Investment Advisors
Illinois
$1K
WA
675
WP Advisors
California
$208 +$20.8K +174 New