We are live on ! Find out more
IWO icon

iShares Russell 2000 Growth ETF

677 hedge funds and large institutions have $6.68B invested in iShares Russell 2000 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 172 increasing their positions, 240 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 50

9% more capital invested

Capital invested by funds: $6.12B → $6.68B (+$558M)

3% more funds holding

Funds holding: 660677 (+17)

1.49% more ownership

Funds ownership: 72.06%73.55% (+1.5%)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

28% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 240

49% less call options, than puts

Call options by funds: $82.7M | Put options by funds: $163M

Holders
677
Holders Change
+17
Holders Change %
+2.58%
% of All Funds
13.66%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.46%
New
74
Increased
172
Reduced
240
Closed
50
Calls
$82.7M
Puts
$163M
Net Calls
-$80M
Net Calls Change
+$336M
Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
226
Sand Hill Global Advisors
California
$1.55M
William Blair Investment Management
227
William Blair Investment Management
Illinois
$1.55M +$221K +1,012 +17%
LSA
228
L & S Advisors
California
$1.55M -$137K -624 -8%
VanEck Associates
229
VanEck Associates
New York
$1.53M +$787K +3,598 +108%
JA
230
JVL Associates
Michigan
$1.5M
IWC
231
Integrated Wealth Concepts
Massachusetts
$1.49M +$1.47M +6,736 New
LNC
232
Lincoln National Corp
Pennsylvania
$1.48M -$12.5K -57 -0.8%
MFGP
233
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.48M +$657 +3 +0%
MOS
234
MGO One Seven
Ohio
$1.45M
CG
235
Colony Group
Massachusetts
$1.44M
IP
236
Investment Partners
Ohio
$1.44M -$841K -3,841 -37%
RCMC
237
RK Capital Management (Colorado)
Colorado
$1.42M -$4.01M -18,300 -74%
DI
238
Disciplined Investments
Oklahoma
$1.42M
OAM
239
Occidental Asset Management
California
$1.39M -$21.4K -98 -2%
LB
240
Legacy Bridge
Iowa
$1.38M +$22.1K +101 +2%
Prudential Financial
241
Prudential Financial
New Jersey
$1.37M +$220K +1,004 +19%
FBB
242
Fulton Breakefield Broenniman
Maryland
$1.36M -$6.35K -29 -0.5%
I2I
243
Insight 2811 Inc
Illinois
$1.34M +$36.1K +165 +3%
BRWM
244
B. Riley Wealth Management
Tennessee
$1.33M -$332K -1,516 -20%
TYCC
245
Texas Yale Capital Corp
Florida
$1.33M
CWM
246
Connecticut Wealth Management
Connecticut
$1.32M +$1.31M +5,982 New
GVAG
247
Great Valley Advisor Group
Delaware
$1.32M +$37.4K +171 +3%
SWP
248
Stratos Wealth Partners
Ohio
$1.3M -$199K -908 -13%
KWM
249
Kingsview Wealth Management
Oregon
$1.3M +$472K +2,155 +58%
CCG
250
Chatham Capital Group
Georgia
$1.3M -$125K -570 -9%

IWO Hedge Fund Activity: Q3 2020 in Review

677 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2020, worth a combined $6.68B — up 9.1% from $6.12B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new IWO positions and 50 closed out — a net gain of 24 holders — while 172 added to existing stakes and 240 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $109M. The largest seller was Morgan Stanley, cutting an estimated $62.8M.

  • 677 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2020, up from 660 in Q2 2020.
  • Funds reported $6.68B of iShares Russell 2000 Growth ETF stock for Q3 2020, up 9.1% quarter-over-quarter.
  • 74 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2020 and 50 closed out, a net change of +24 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2020 was BNP Paribas Financial Markets, an estimated $109M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2020 was Morgan Stanley, an estimated $62.8M sold.

Based on aggregated 13F filings for Q3 2020.