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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
SPWA
251
SteelBridge Private Wealth Advisors
Florida
$727K
SE
252
Summit Equities
New Jersey
$726K +$708K +4,302 New
Cetera Investment Advisers
253
Cetera Investment Advisers
Illinois
$707K +$80.2K +487 +13%
ST
254
Smithfield Trust
Pennsylvania
$698K -$3.79K -23 -0.6%
BO
255
Bank OZK
Arkansas
$672K
AIA
256
Armor Investment Advisors
North Carolina
$670K
DDPIC
257
Deroy & Devereaux Private Investment Counsel
Michigan
$658K
AI
258
Accredited Investors
Minnesota
$641K
CBU
259
CIBC Bank USA
Illinois
$632K -$51.8K -315 -8%
AMCA
260
Arthur M. Cohen & Associates
Illinois
$632K
FIM
261
Freedom Investment Management
Connecticut
$619K -$8.89K -54 -1%
FNBSF
262
First National Bank Sioux Falls
South Dakota
$615K +$600K +3,645 New
FBFS
263
First Business Financial Services
Wisconsin
$613K
BC
264
Bartlett & Co
Ohio
$610K +$182K +1,104 +44%
NPC
265
National Planning Corporation
California
$595K -$185K -1,122 -24%
RSA
266
Robertson Stephens Advisors
California
$592K -$84.8K -515 -13%
CPIG
267
Chicago Partners Investment Group
Illinois
$581K +$593K +3,600 New
CIC
268
Carnegie Investment Counsel
Ohio
$567K +$8.23K +50 +2%
AP
269
Appleton Partners
Massachusetts
$566K -$1.65K -10 -0.3%
CB
270
Chemical Bank
Michigan
$561K +$48.2K +293 +10%
CWM
271
Cranbrook Wealth Management
Michigan
$555K -$4.94K -30 -0.9%
AIA
272
Avalon Investment & Advisory
Texas
$550K
JRP
273
Jasper Ridge Partners
California
$550K
BDF
274
Balasa Dinverno & Foltz
$549K
HFA
275
High Falls Advisors
New York
$549K

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.