We are live on ! Find out more
IWO icon

iShares Russell 2000 Growth ETF

613 hedge funds and large institutions have $6.33B invested in iShares Russell 2000 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 149 increasing their positions, 227 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.97% more ownership

Funds ownership: 71.29%72.26% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

3% less capital invested

Capital invested by funds: $6.5B → $6.33B (-$168M)

3% less funds holding

Funds holding: 631613 (-18)

21% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 57

34% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 227

51% less call options, than puts

Call options by funds: $28.4M | Put options by funds: $57.8M

Holders
613
Holders Change
-18
Holders Change %
-2.85%
% of All Funds
13.44%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
45
Increased
149
Reduced
227
Closed
57
Calls
$28.4M
Puts
$57.8M
Net Calls
-$29.4M
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
226
Valeo Financial Advisors
Indiana
$1.28M -$13.3K -67 -1%
MIAS
227
Mason Investment Advisory Services
Virginia
$1.28M -$28.9K -146 -2%
PA
228
Pinnacle Associates
New York
$1.27M +$44.6K +225 +4%
FBB
229
Fulton Breakefield Broenniman
Maryland
$1.25M +$1.29M +6,514 New
SLT
230
St Louis Trust
Missouri
$1.2M -$16.1K -81 -1%
HSA
231
HBK Sorce Advisory
Pennsylvania
$1.17M -$59.1K -298 -5%
FNBT
232
FineMark National Bank & Trust
Florida
$1.16M -$32.1K -162 -3%
TYCC
233
Texas Yale Capital Corp
Florida
$1.15M
CAG
234
Crestwood Advisors Group
Massachusetts
$1.1M +$83.1K +419 +8%
WAM
235
Wealthspire Advisors (Maryland)
Maryland
$1.1M +$12.3K +62 +1%
VanEck Associates
236
VanEck Associates
New York
$1.09M +$246K +1,242 +28%
RJT
237
Raymond James Trust
Florida
$1.07M +$330K +1,662 +43%
BCM
238
BTC Capital Management
Iowa
$1.07M
TW
239
Transform Wealth
Colorado
$1.06M +$1.78K +9 +0.2%
PV
240
Private Vista
Illinois
$1.06M +$20.2K +102 +2%
I2I
241
Insight 2811 Inc
Illinois
$1.06M +$24K +121 +2%
Jacobs Levy Equity Management
242
Jacobs Levy Equity Management
New Jersey
$1.06M
HTC
243
Haverford Trust Company
Pennsylvania
$1.04M +$11.3K +57 +1%
Neuberger Berman Group
244
Neuberger Berman Group
New York
$1.03M -$3.23M -16,300 -75%
RP
245
Riverbridge Partners
Minnesota
$1.03M +$479K +2,418 +83%
A
246
AdvicePeriod
California
$1.02M -$382K -1,925 -27%
EAM
247
Eukles Asset Management
Ohio
$994K +$991 +5 +0.1%
First Trust Advisors
248
First Trust Advisors
Illinois
$990K -$337K -1,702 -25%
AFC
249
AFT Forsyth & Company
Florida
$989K
BDF
250
Balasa Dinverno & Foltz
$973K

IWO Hedge Fund Activity: Q3 2019 in Review

613 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2019, worth a combined $6.33B — down 2.6% from $6.5B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of IWO and 45 opened new positions — a net loss of 12 holders — while 227 trimmed existing stakes and 149 added.

The largest buyer was Wells Fargo, adding an estimated $101M. The largest seller was Jane Street, exiting entirely with an estimated $56.9M sold.

  • 613 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2019, down from 631 in Q2 2019.
  • Funds reported $6.33B of iShares Russell 2000 Growth ETF stock for Q3 2019, down 2.6% quarter-over-quarter.
  • 45 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2019 and 57 closed out, a net change of -12 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2019 was Wells Fargo, an estimated $101M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2019 was Jane Street, an estimated $56.9M sold.

Based on aggregated 13F filings for Q3 2019.