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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
BAS
276
Brown Advisory Securities
Maryland
$782K -$132K -665 -14%
AAM
277
Autus Asset Management
Arizona
$781K +$2.58K +13 +0.3%
CI
278
Chartist Inc
California
$755K -$6.74K -34 -0.9%
Cetera Investment Advisers
279
Cetera Investment Advisers
Illinois
$748K -$31.7K -160 -4%
AAM
280
AMI Asset Management
California
$746K +$767K +3,869 New
CC
281
Chicago Capital
Illinois
$726K -$5.95K -30 -0.8%
AP
282
Appleton Partners
Massachusetts
$724K -$2.97K -15 -0.4%
SCG
283
Sonata Capital Group
Washington
$704K +$48.4K +244 +7%
FNBSF
284
First National Bank Sioux Falls
South Dakota
$703K
GCM
285
Gables Capital Management
Florida
$692K +$711K +3,588 New
CC
286
Cassaday & Co
Virginia
$683K -$55.7K -281 -7%
FBFS
287
First Business Financial Services
Wisconsin
$660K +$58.5K +295 +9%
LWANC
288
Laurel Wealth Advisors (North Carolina)
North Carolina
$657K -$100K -505 -13%
PHAM
289
Palisades Hudson Asset Management
Florida
$656K
KMWM
290
Keudell/Morrison Wealth Management
Oregon
$655K
PA
291
Parallel Advisors
California
$653K +$291K +1,466 +76%
TD Asset Management
292
TD Asset Management
Ontario, Canada
$640K +$2.78K +14 +0.2%
FNT
293
First National Trust
Pennsylvania
$639K -$99.9K -504 -13%
JRP
294
Jasper Ridge Partners
California
$628K
ACP
295
Arcus Capital Partners
Georgia
$618K -$31.5K -159 -5%
BRWM
296
B. Riley Wealth Management
Tennessee
$613K +$164K +826 +35%
TNB
297
TCF National Bank
South Dakota
$612K +$630K +3,176 New
IIC
298
Ironwood Investment Counsel
Arizona
$611K
APW
299
Acima Private Wealth
Virginia
$610K
GPA
300
Guidance Point Advisors
Massachusetts
$608K +$1.19K +6 +0.2%

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.