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iShares Russell 2000 Growth ETF

631 hedge funds and large institutions have $6.5B invested in iShares Russell 2000 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 164 increasing their positions, 237 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.37% more ownership

Funds ownership: 69.92%71.29% (+1.4%)

1% more capital invested

Capital invested by funds: $6.46B → $6.5B (+$35M)

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

2% less funds holding

Funds holding: 641631 (-10)

26% less funds holding in top 10

Funds holding in top 10: 3123 (-8)

31% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 237

46% less call options, than puts

Call options by funds: $37.2M | Put options by funds: $68.5M

Holders
631
Holders Change
-10
Holders Change %
-1.56%
% of All Funds
13.71%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.5%
New
53
Increased
164
Reduced
237
Closed
56
Calls
$37.2M
Puts
$68.5M
Net Calls
-$31.3M
Net Calls Change
-$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
226
MYCIO Wealth Partners
Pennsylvania
$1.36M -$92.6K -468 -6%
JA
227
JVL Associates
Michigan
$1.36M
VFA
228
Valeo Financial Advisors
Indiana
$1.35M -$4.55K -23 -0.3%
AIM
229
Arcadia Investment Management
Michigan
$1.34M +$60.3K +305 +5%
CMI
230
Clare Market Investments
Texas
$1.28M +$347K +1,755 +38%
HSA
231
HBK Sorce Advisory
Pennsylvania
$1.28M +$207K +1,045 +20%
PA
232
Pinnacle Associates
New York
$1.27M
SLT
233
St Louis Trust
Missouri
$1.27M -$7.71K -39 -0.6%
CCA
234
Clearwater Capital Advisors
Illinois
$1.26M -$490K -2,480 -28%
FNBT
235
FineMark National Bank & Trust
Florida
$1.24M -$180K -909 -13%
LIC
236
Lodestar Investment Counsel
Illinois
$1.24M +$1.98K +10 +0.2%
IC
237
Intersect Capital
California
$1.24M +$149K +752 +14%
CPA
238
Capital Planning Advisors
California
$1.23M -$44.5K -225 -4%
TYCC
239
Texas Yale Capital Corp
Florida
$1.2M -$1.18M -5,990 -50%
FAIM
240
Financial Advocates Investment Management
Washington
$1.19M -$222K -1,122 -16%
WAM
241
Wealthspire Advisors (Maryland)
Maryland
$1.13M -$24.1K -122 -2%
BCM
242
BTC Capital Management
Iowa
$1.11M -$58.9K -298 -5%
TW
243
Transform Wealth
Colorado
$1.1M -$791 -4 -0.1%
Jacobs Levy Equity Management
244
Jacobs Levy Equity Management
New Jersey
$1.1M
AT
245
Arden Trust
Delaware
$1.09M -$120K -608 -10%
I2I
246
Insight 2811 Inc
Illinois
$1.09M +$34.8K +176 +3%
PV
247
Private Vista
Illinois
$1.08M -$19.8K -100 -2%
MAM
248
Meeder Asset Management
Ohio
$1.08M +$846K +4,278 +385%
HTC
249
Haverford Trust Company
Pennsylvania
$1.07M -$10.3K -52 -1%
CBN
250
Cadence Bank NA
Texas
$1.07M -$19.2K -97 -2%

IWO Hedge Fund Activity: Q2 2019 in Review

631 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2019, worth a combined $6.5B — up 0.54% from $6.46B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IWO and 53 opened new positions — a net loss of 3 holders — while 237 trimmed existing stakes and 164 added.

The largest buyer was TIAA FSB, adding an estimated $255M. The largest seller was Morgan Stanley, cutting an estimated $173M.

  • 631 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2019, down from 641 in Q1 2019.
  • Funds reported $6.5B of iShares Russell 2000 Growth ETF stock for Q2 2019, up 0.54% quarter-over-quarter.
  • 53 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2019 and 56 closed out, a net change of -3 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q2 2019 was TIAA FSB, an estimated $255M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q2 2019 was Morgan Stanley, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2019.