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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
CAG
251
Crestwood Advisors Group
Massachusetts
$1.06M +$79.1K +400 +8%
CC
252
Crosslink Capital
California
$1.05M +$1.03M +5,230 New
SIAS
253
Shine Investment Advisory Services
Colorado
$1.05M -$12.5K -63 -1%
EAM
254
Eukles Asset Management
Ohio
$1.03M +$28.7K +145 +3%
AFC
255
AFT Forsyth & Company
Florida
$1.03M
SCM
256
Stordahl Capital Management
Colorado
$1.02M -$16.2K -82 -2%
WSTAM
257
Wilbanks Smith & Thomas Asset Management
Virginia
$1.02M
BFO
258
Boston Family Office
Massachusetts
$1.02M -$7.91K -40 -0.8%
BDF
259
Balasa Dinverno & Foltz
$1.01M
MAFM
260
Mid Atlantic Financial Management
Pennsylvania
$1.01M +$87K +440 +10%
BSW
261
Buckingham Strategic Wealth
Missouri
$997K -$156K -788 -14%
FWP
262
FAS Wealth Partners
Kansas
$979K -$7.71K -39 -0.8%
BAS
263
Brown Advisory Securities
Maryland
$948K -$641K -3,240 -41%
SWM
264
SVA Wealth Management
Wisconsin
$933K -$104K -525 -10%
Prudential Financial
265
Prudential Financial
New Jersey
$907K +$235K +1,186 +36%
SFP
266
Shepherd Financial Partners
Massachusetts
$905K
ISL
267
Ingalls & Snyder LLC
New York
$894K +$880K +4,450 New
VanEck Associates
268
VanEck Associates
New York
$889K -$677K -3,422 -44%
HB
269
Homrich & Berg
Georgia
$881K +$19.2K +97 +2%
ECM
270
Elgethun Capital Management
South Dakota
$875K
MPPLM
271
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$872K +$858K +4,340 New
SF
272
Summit Financial
New Jersey
$864K
GC
273
Garde Capital
Washington
$858K -$15.8K -80 -2%
Two Sigma Investments
274
Two Sigma Investments
New York
$839K -$714K -3,612 -46%
AIA
275
Armor Investment Advisors
North Carolina
$836K -$72.2K -365 -8%

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.