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iShares Russell 2000 Growth ETF

474 hedge funds and large institutions have $5.09B invested in iShares Russell 2000 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 145 increasing their positions, 160 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 42

8% more capital invested

Capital invested by funds: $4.73B → $5.09B (+$358M)

2.06% more ownership

Funds ownership: 62.03%64.09% (+2.1%)

0% more funds holding

Funds holding: 474474 (0)

9% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 160

12% less funds holding in top 10

Funds holding in top 10: 3329 (-4)

49% less call options, than puts

Call options by funds: $10.8M | Put options by funds: $21M

Holders
474
Holders Change
Holders Change %
0%
% of All Funds
11.82%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.72%
New
49
Increased
145
Reduced
160
Closed
42
Calls
$10.8M
Puts
$21M
Net Calls
-$10.2M
Net Calls Change
-$7.77M
Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
226
Texas Yale Capital Corp
Florida
$1.01M +$151K +915 +18%
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$993K -$8.72K -53 -0.9%
MWP
228
MYCIO Wealth Partners
Pennsylvania
$948K
WI
229
WrapManager Inc
California
$943K -$19.9K -121 -2%
I2I
230
Insight 2811 Inc
Illinois
$927K +$6.25K +38 +0.7%
VF
231
Virtu Financial
New York
$911K +$888K +5,396 New
AAM
232
Autus Asset Management
Arizona
$910K +$6.58K +40 +0.7%
HIM
233
Hanlon Investment Management
New Jersey
$891K +$49.2K +299 +6%
PV
234
Private Vista
Illinois
$882K +$860K +5,225 New
WSFS
235
Wilmington Savings Fund Society
Delaware
$881K -$57.6K -350 -6%
CI
236
Chartist Inc
California
$871K -$30.6K -186 -3%
BFO
237
Boston Family Office
Massachusetts
$861K
LNC
238
Lincoln National Corp
Pennsylvania
$850K +$30.6K +186 +4%
AIM
239
Arcadia Investment Management
Michigan
$843K +$65.7K +399 +9%
HB
240
Homrich & Berg
Georgia
$841K +$4.12K +25 +0.5%
CG
241
Cutler Group
California
$813K -$8.86M -53,798 -92%
CPA
242
Capital Planning Advisors
California
$813K -$6.25K -38 -0.8%
WSTAM
243
Wilbanks Smith & Thomas Asset Management
Virginia
$812K -$22.7K -138 -3%
CAG
244
Crestwood Advisors Group
Massachusetts
$803K -$46.1K -280 -6%
HSA
245
HBK Sorce Advisory
Pennsylvania
$779K +$82K +498 +12%
RFM
246
Royal Fund Management
Florida
$774K +$150K +913 +25%
BSW
247
Buckingham Strategic Wealth
Missouri
$764K +$745K +4,526 New
FUBT
248
First United Bank & Trust
Maryland
$752K -$11.5K -70 -2%
DCM
249
Driehaus Capital Management
Illinois
$749K -$17.1M -104,048 -96%
FA
250
FDx Advisors
Illinois
$749K -$88.1K -535 -11%

IWO Hedge Fund Activity: Q2 2017 in Review

474 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2017, worth a combined $5.09B — up 7.6% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IWO positions and 42 closed out — a net gain of 7 holders — while 145 added to existing stakes and 160 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $94.6M. The largest seller was Palisade Capital Management, exiting entirely with an estimated $88.2M sold.

  • 474 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $5.09B of iShares Russell 2000 Growth ETF stock for Q2 2017, up 7.6% quarter-over-quarter.
  • 49 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2017 and 42 closed out, a net change of +7 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q2 2017 was Wellington Management Group, an estimated $94.6M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q2 2017 was Palisade Capital Management, an estimated $88.2M sold.

Based on aggregated 13F filings for Q2 2017.