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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
WCF
301
West Coast Financial
California
$449K
BW
302
Bison Wealth
Georgia
$445K
IC
303
Intersect Capital
California
$431K +$113K +686 +37%
SYBT
304
Stock Yards Bank & Trust
Kentucky
$429K
FA
305
FCG Advisors
New Jersey
$412K -$11K -67 -3%
AAS
306
Annex Advisory Services
Wisconsin
$409K -$34.7K -211 -8%
DT
307
Diversified Trust
Tennessee
$408K -$36.9K -224 -8%
BRF
308
B. Riley Financial
California
$408K
MBT
309
Monroe Bank & Trust
Michigan
$407K
BA
310
Boston Advisors
Massachusetts
$401K -$123K -745 -24%
IFS
311
Ifrah Financial Services
Arkansas
$397K -$2.47K -15 -0.6%
CWM
312
Connecticut Wealth Management
Connecticut
$397K
PMG
313
ProVise Management Group
Florida
$389K +$379K +2,305 New
ST
314
Sageworth Trust
Pennsylvania
$383K +$38.7K +235 +12%
CCM
315
Colorado Capital Management
Colorado
$381K -$32.9K -200 -8%
CW
316
Cobiz Wealth
Colorado
$380K -$3.46K -21 -0.9%
JFG
317
JMG Financial Group
Illinois
$376K
BA
318
BKS Advisors
Michigan
$374K
GRP
319
Global Retirement Partners
California
$363K +$27.5K +167 +8%
DJSG
320
D.J. St. Germain
Massachusetts
$358K -$1.15K -7 -0.3%
FTIOP
321
Fiduciary Trust International of Pennsylvania
Pennsylvania
$353K +$128K +775 +59%
PFA
322
Paradigm Financial Advisors
Missouri
$350K +$14.3K +87 +4%
AI
323
Atria Investments
North Carolina
$348K +$58.3K +354 +21%
GC
324
Gilbert & Cook
Iowa
$346K
OC
325
Oakworth Capital
Alabama
$345K -$30.1K -183 -8%

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.