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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
SG
276
StoneX Group
New York
$992K +$25.6K +117 +3%
BSG
277
Black Swift Group
Colorado
$991K +$979K +4,475 New
FAIM
278
Financial Advocates Investment Management
Washington
$989K -$825K -3,768 -46%
CAG
279
Crestwood Advisors Group
Massachusetts
$989K -$4.6K -21 -0.5%
BCM
280
Brookstone Capital Management
Illinois
$988K -$3.25M -14,862 -77%
AIM
281
Aspen Investment Management
Michigan
$985K +$10.1K +46 +1%
BPA
282
Beacon Pointe Advisors
California
$979K -$202K -924 -17%
HB
283
Homrich & Berg
Georgia
$976K
FNBT
284
FineMark National Bank & Trust
Florida
$967K -$127K -581 -12%
ECM
285
Elgethun Capital Management
South Dakota
$965K
SCM
286
Stordahl Capital Management
Colorado
$946K -$9.85K -45 -1%
CBN
287
Cadence Bank NA
Texas
$942K -$3.72K -17 -0.4%
SWM
288
SVA Wealth Management
Wisconsin
$926K -$43.3K -198 -5%
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$925K +$90K +411 +11%
AIA
290
Alera Investment Advisors
Illinois
$918K -$875 -4 -0.1%
CCMG
291
Clark Capital Management Group
Pennsylvania
$910K -$855K -3,908 -49%
WAP
292
Wealthcare Advisory Partners
Pennsylvania
$909K +$898K +4,102 New
BB
293
Bell Bank
North Dakota
$908K +$2.85K +13 +0.3%
GC
294
Garde Capital
Washington
$898K
Fiera Capital (Canada)
295
Fiera Capital (Canada)
Quebec, Canada
$849K -$156K -715 -16%
AI
296
Accredited Investors
Minnesota
$843K -$33.5K -153 -4%
AAM
297
Autus Asset Management
Arizona
$834K -$6.79K -31 -0.8%
WFA
298
Wellspring Financial Advisors
Ohio
$809K
GL
299
Graypoint LLC
New York
$804K +$794K +3,628 New
JWCA
300
J.W. Cole Advisors
Florida
$800K +$791K +3,613 New

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.