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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
BSW
251
Buckingham Strategic Wealth
Missouri
$972K +$15.7K +79 +2%
BFO
252
Boston Family Office
Massachusetts
$966K -$9.91K -50 -1%
FAIM
253
Financial Advocates Investment Management
Washington
$963K -$180K -910 -15%
Thrivent Financial for Lutherans
254
Thrivent Financial for Lutherans
Minnesota
$962K -$29.7M -149,987 -97%
MAFM
255
Mid Atlantic Financial Management
Pennsylvania
$960K -$5.55K -28 -0.6%
AIC
256
Ameritas Investment Company
Nebraska
$945K +$172K +870 +22%
FWP
257
FAS Wealth Partners
Kansas
$941K +$1.39K +7 +0.1%
CMI
258
Clare Market Investments
Texas
$921K -$312K -1,573 -25%
SCM
259
Stordahl Capital Management
Colorado
$917K -$60.3K -304 -6%
CCA
260
Clearwater Capital Advisors
Illinois
$899K -$318K -1,602 -26%
SWM
261
SVA Wealth Management
Wisconsin
$892K -$3.17K -16 -0.3%
CBN
262
Cadence Bank NA
Texas
$889K -$139K -701 -13%
SIAS
263
Shine Investment Advisory Services
Colorado
$880K -$130K -655 -13%
AT
264
Arden Trust
Delaware
$871K -$181K -911 -17%
HB
265
Homrich & Berg
Georgia
$859K +$14.5K +73 +2%
Prudential Financial
266
Prudential Financial
New Jersey
$858K -$12.5K -63 -1%
ISL
267
Ingalls & Snyder LLC
New York
$858K
BB
268
Bell Bank
North Dakota
$855K +$880K +4,438 New
SFP
269
Shepherd Financial Partners
Massachusetts
$847K -$21K -106 -2%
ECM
270
Elgethun Capital Management
South Dakota
$841K
ORI
271
Oak Ridge Investments
Illinois
$841K +$865K +4,362 New
NFG
272
Next Financial Group
Texas
$833K +$46.6K +235 +6%
GC
273
Garde Capital
Washington
$808K -$15.5K -78 -2%
AIA
274
Armor Investment Advisors
North Carolina
$802K
ST
275
Smithfield Trust
Pennsylvania
$794K +$595 +3 +0.1%

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.