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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
TD Asset Management
276
TD Asset Management
Ontario, Canada
$547K +$97.1K +590 +13%
AA
277
Alesco Advisors
New York
$545K
CFA
278
Camarda Financial Advisors
Florida
$537K -$423K -2,568 -45%
IIC
279
Ironwood Investment Counsel
Arizona
$536K
NAM
280
NTV Asset Management
West Virginia
$527K
FMW
281
Farr Miller & Washington
District of Columbia
$522K
LIA
282
LS Investment Advisors
Michigan
$519K
CNBT
283
Canandaigua National Bank & Trust
New York
$513K +$500K +3,040 New
HCM
284
Hollencrest Capital Management
California
$512K
Lido Advisors
285
Lido Advisors
California
$509K -$8.39K -51 -2%
Verition Fund Management
286
Verition Fund Management
Connecticut
$503K -$11.5K -70 -2%
SMC
287
Smith, Moore & Co
Missouri
$502K +$124K +751 +34%
VWA
288
V Wealth Advisors
Kansas
$496K -$988 -6 -0.2%
MCM
289
Murphy Capital Management
New Jersey
$489K -$173K -1,050 -27%
FPFS
290
First Personal Financial Services
North Carolina
$489K +$477K +2,900 New
GIA
291
GHP Investment Advisors
Colorado
$486K
WAM
292
Wealthspire Advisors (Maryland)
Maryland
$482K +$370K +2,248 +371%
WI
293
Wedgewood Investors
Pennsylvania
$476K
RWG
294
Regal Wealth Group
California
$473K -$9.38K -57 -2%
SFSIG
295
San Francisco Sentry Investment Group
California
$473K +$22.7K +138 +5%
PHAM
296
Palisades Hudson Asset Management
Florida
$462K
KTC
297
Kistler-Tiffany Companies
Pennsylvania
$457K
3AM
298
3D Asset Management
Connecticut
$456K -$11.9K -72 -3%
CWM
299
Cornerstone Wealth Management
Missouri
$454K +$11K +67 +3%
FWP
300
FAS Wealth Partners
Kansas
$452K

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.