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iShares Russell 2000 Growth ETF
IWO

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: 29 → 30 (+1)

1% more funds holding

Funds holding: 474 → 477 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$101M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$42.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$15.1M
4
SG Americas Securities
SG Americas Securities
New York
+$12.9M
5
Bank of America
Bank of America
North Carolina
+$11M

Top Sellers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$27.6M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$20M
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$16.7M
4
Wells Fargo
Wells Fargo
California
-$11.1M
5
LCM
Landscape Capital Management
New Jersey
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
276
High Falls Advisors
New York
$583K +$510 +3 +0.1%
CWM
277
Cranbrook Wealth Management
Michigan
$582K -$6.46K -38 -1%
BDF
278
Balasa Dinverno & Foltz
$582K – – –
CB
279
Chemical Bank
Michigan
$581K -$13.6K -80 -2%
AA
280
Alesco Advisors
New York
$578K – – –
IIC
281
Ironwood Investment Counsel
Arizona
$568K – – –
CWM
282
Cahaba Wealth Management
Georgia
$563K +$535K +3,147 New
NAM
283
NTV Asset Management
West Virginia
$560K – – –
NPC
284
National Planning Corporation
California
$551K -$73.2K -431 -12%
LIA
285
LS Investment Advisors
Michigan
$550K – – –
Lido Advisors
286
Lido Advisors
California
$547K +$170 +1 +0%
CNBT
287
Canandaigua National Bank & Trust
New York
$544K – – –
HCM
288
Hollencrest Capital Management
California
$543K – – –
WCF
289
West Coast Financial
California
$534K +$55.4K +326 +12%
FMW
290
Farr Miller & Washington
District of Columbia
$532K -$20.7K -122 -4%
CFA
291
Camarda Financial Advisors
Florida
$526K -$41.4K -244 -8%
IC
292
Intersect Capital
California
$523K +$62.2K +366 +14%
FPFS
293
First Personal Financial Services
North Carolina
$519K – – –
BCM
294
Bridgeway Capital Management
Texas
$519K +$153K +900 +45%
MCM
295
Murphy Capital Management
New Jersey
$509K -$8.49K -50 -2%
BFG
296
Barber Financial Group
Kansas
$506K +$480K +2,826 New
WI
297
Wedgewood Investors
Pennsylvania
$505K – – –
RWG
298
Regal Wealth Group
California
$503K +$1.02K +6 +0.2%
SFSIG
299
San Francisco Sentry Investment Group
California
$502K – – –
VWA
300
V Wealth Advisors
Kansas
$498K -$27.2K -160 -5%
10 11
12
13 14

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.