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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
DHFB
251
Dixon Hubard Feinour & Brown
Virginia
$1.28M +$17.7K +81 +1%
AIC
252
Ameritas Investment Company
Nebraska
$1.27M
SYBT
253
Stock Yards Bank & Trust
Kentucky
$1.24M -$103K -469 -8%
VFA
254
Valeo Financial Advisors
Indiana
$1.23M +$174K +796 +17%
BCM
255
BTC Capital Management
Iowa
$1.23M
Cetera Investment Advisers
256
Cetera Investment Advisers
Illinois
$1.2M +$213K +971 +22%
SIA
257
Stegner Investment Associates
Kentucky
$1.2M +$1.19M +5,415 New
HTC
258
Haverford Trust Company
Pennsylvania
$1.19M -$12.5K -57 -1%
CI Investments Inc
259
CI Investments Inc
Ontario, Canada
$1.18M +$1.16M +5,316 New
BSW
260
Buckingham Strategic Wealth
Missouri
$1.17M -$58K -265 -5%
WSTAM
261
Wilbanks Smith & Thomas Asset Management
Virginia
$1.16M -$10.9K -50 -0.9%
SWM
262
Southern Wealth Management
Texas
$1.12M -$1.53K -7 -0.1%
SAS
263
Sage Advisory Services
Texas
$1.12M -$1.11M -5,050 -50%
EAM
264
Eukles Asset Management
Ohio
$1.11M +$20.8K +95 +2%
RFA
265
Radnor Financial Advisors
Pennsylvania
$1.1M -$8.32K -38 -0.8%
SLT
266
St Louis Trust
Missouri
$1.07M
HSA
267
HBK Sorce Advisory
Pennsylvania
$1.06M -$111K -505 -10%
TSS
268
Two Sigma Securities
New York
$1.06M -$2.58M -11,797 -71%
First Trust Advisors
269
First Trust Advisors
Illinois
$1.05M -$44K -201 -4%
Jacobs Levy Equity Management
270
Jacobs Levy Equity Management
New Jersey
$1.05M -$111K -509 -10%
AFC
271
AFT Forsyth & Company
Florida
$1.04M -$93K -425 -8%
TAM
272
Townsend Asset Management
North Carolina
$1.04M -$37.9K -173 -4%
SCG
273
Sonata Capital Group
Washington
$1.03M +$14.2K +65 +1%
VOYA Investment Management
274
VOYA Investment Management
Georgia
$1.02M
BFO
275
Boston Family Office
Massachusetts
$1M

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.