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iShares Russell 2000 Growth ETF

631 hedge funds and large institutions have $6.5B invested in iShares Russell 2000 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 164 increasing their positions, 237 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.37% more ownership

Funds ownership: 69.92%71.29% (+1.4%)

1% more capital invested

Capital invested by funds: $6.46B → $6.5B (+$35M)

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

2% less funds holding

Funds holding: 641631 (-10)

26% less funds holding in top 10

Funds holding in top 10: 3123 (-8)

31% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 237

46% less call options, than puts

Call options by funds: $37.2M | Put options by funds: $68.5M

Holders
631
Holders Change
-10
Holders Change %
-1.56%
% of All Funds
13.71%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.5%
New
53
Increased
164
Reduced
237
Closed
56
Calls
$37.2M
Puts
$68.5M
Net Calls
-$31.3M
Net Calls Change
-$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
APW
301
Acima Private Wealth
Virginia
$637K
IIC
302
Ironwood Investment Counsel
Arizona
$637K
GPA
303
Guidance Point Advisors
Massachusetts
$633K +$791 +4 +0.1%
FBFS
304
First Business Financial Services
Wisconsin
$629K
NAM
305
NTV Asset Management
West Virginia
$628K
CIC
306
Carnegie Investment Counsel
Ohio
$623K -$13.8K -70 -2%
CWM
307
Cranbrook Wealth Management
Michigan
$621K
LIA
308
LS Investment Advisors
Michigan
$618K
AA
309
Alesco Advisors
New York
$617K +$4.55K +23 +0.8%
CIR
310
Clear Investment Research
Georgia
$616K +$396 +2 +0.1%
BA
311
Boston Advisors
Massachusetts
$616K +$119K +602 +24%
CBT
312
Capital Bank & Trust
California
$607K
CCT
313
Country Club Trust
Missouri
$600K -$19.8K -100 -3%
Kayne Anderson Rudnick Investment Management
314
Kayne Anderson Rudnick Investment Management
California
$593K -$31.4K -159 -5%
JWA
315
JFS Wealth Advisors
Pennsylvania
$590K -$20K -101 -3%
RP
316
Riverbridge Partners
Minnesota
$588K -$294K -1,488 -34%
SG Americas Securities
317
SG Americas Securities
New York
$583K
WCF
318
West Coast Financial
California
$580K +$44.7K +226 +8%
HCM
319
Hollencrest Capital Management
California
$558K +$198 +1 +0%
BRWA
320
B. Riley Wealth Advisors
Florida
$557K +$50.4K +255 +10%
WI
321
Wedgewood Investors
Pennsylvania
$554K
PFO
322
Pathstone Family Office
New Jersey
$545K +$188K +952 +54%
VCWA
323
Vanguard Capital Wealth Advisors
Colorado
$544K +$536K +2,710 New
FMW
324
Farr Miller & Washington
District of Columbia
$542K
HPC
325
HM Payson & Co
Maine
$536K +$528K +2,668 New

IWO Hedge Fund Activity: Q2 2019 in Review

631 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2019, worth a combined $6.5B — up 0.54% from $6.46B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IWO and 53 opened new positions — a net loss of 3 holders — while 237 trimmed existing stakes and 164 added.

The largest buyer was TIAA FSB, adding an estimated $255M. The largest seller was Morgan Stanley, cutting an estimated $173M.

  • 631 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2019, down from 641 in Q1 2019.
  • Funds reported $6.5B of iShares Russell 2000 Growth ETF stock for Q2 2019, up 0.54% quarter-over-quarter.
  • 53 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2019 and 56 closed out, a net change of -3 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q2 2019 was TIAA FSB, an estimated $255M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q2 2019 was Morgan Stanley, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2019.