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iShares Russell 2000 Growth ETF

477 hedge funds and large institutions have $5.51B invested in iShares Russell 2000 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 154 increasing their positions, 154 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

8% more capital invested

Capital invested by funds: $5.09B → $5.51B (+$427M)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

1% more funds holding

Funds holding: 474477 (+3)

0.39% more ownership

Funds ownership: 64.09%64.49% (+0.39%)

0% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 154

64% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $37.3M

Holders
477
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
11.89%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.75%
New
45
Increased
154
Reduced
154
Closed
37
Calls
$13.5M
Puts
$37.3M
Net Calls
-$23.7M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
251
Credit Suisse
Switzerland
$879K +$834K +4,912 New
WSTAM
252
Wilbanks Smith & Thomas Asset Management
Virginia
$861K
TSS
253
Two Sigma Securities
New York
$857K +$814K +4,789 New
TW
254
Transform Wealth
Colorado
$855K +$811K +4,776 New
CAG
255
Crestwood Advisors Group
Massachusetts
$841K
SE
256
Summit Equities
New Jersey
$770K
AIA
257
Armor Investment Advisors
North Carolina
$737K +$25.5K +150 +4%
HSA
258
HBK Sorce Advisory
Pennsylvania
$724K -$96.7K -569 -12%
FIM
259
Freedom Investment Management
Connecticut
$706K +$46.5K +274 +7%
DDPIC
260
Deroy & Devereaux Private Investment Counsel
Michigan
$698K
AI
261
Accredited Investors
Minnesota
$680K
CBU
262
CIBC Bank USA
Illinois
$671K
Cetera Investment Advisers
263
Cetera Investment Advisers
Illinois
$652K -$96.3K -567 -14%
FNBSF
264
First National Bank Sioux Falls
South Dakota
$652K
FBFS
265
First Business Financial Services
Wisconsin
$650K
MLICM
266
Metropolitan Life Insurance Company (MetLife)
New York
$618K -$489K -2,880 -45%
FUBT
267
First United Bank & Trust
Maryland
$615K -$173K -1,020 -23%
TD Asset Management
268
TD Asset Management
Ontario, Canada
$614K +$108K +635 +12%
JWA
269
JFS Wealth Advisors
Pennsylvania
$609K +$411K +2,420 +246%
AP
270
Appleton Partners
Massachusetts
$600K
SMC
271
Smith, Moore & Co
Missouri
$599K +$63.7K +375 +13%
HighTower Advisors
272
HighTower Advisors
Illinois
$597K -$4.35M -25,582 -89%
CIC
273
Carnegie Investment Counsel
Ohio
$584K -$21.2K -125 -4%
AIA
274
Avalon Investment & Advisory
Texas
$583K
JRP
275
Jasper Ridge Partners
California
$583K

IWO Hedge Fund Activity: Q3 2017 in Review

477 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2017, worth a combined $5.51B — up 8.4% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IWO positions and 37 closed out — a net gain of 8 holders — while 154 added to existing stakes and 154 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $27.6M.

  • 477 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2017, up from 474 in Q2 2017.
  • Funds reported $5.51B of iShares Russell 2000 Growth ETF stock for Q3 2017, up 8.4% quarter-over-quarter.
  • 45 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2017 and 37 closed out, a net change of +8 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2017 was Morgan Stanley, an estimated $101M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2017 was Kayne Anderson Rudnick Investment Management, an estimated $27.6M sold.

Based on aggregated 13F filings for Q3 2017.