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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
PAIM
301
Punch & Associates Investment Management
Minnesota
$606K +$623K +3,143 New
NAM
302
NTV Asset Management
West Virginia
$603K
CIR
303
Clear Investment Research
Georgia
$602K +$11.3K +57 +2%
MWP
304
MYCIO Wealth Partners
Pennsylvania
$601K -$784K -3,953 -59%
CWM
305
Cranbrook Wealth Management
Michigan
$596K
LIA
306
LS Investment Advisors
Michigan
$593K
GT
307
Glenview Trust
Kentucky
$593K +$85.1K +429 +16%
GT
308
Greenleaf Trust
Michigan
$592K +$367K +1,849 +151%
CIC
309
Carnegie Investment Counsel
Ohio
$588K -$9.91K -50 -2%
AA
310
Alesco Advisors
New York
$588K -$4.56K -23 -0.7%
CPA
311
Capital Planning Advisors
California
$585K -$609K -3,071 -50%
CBT
312
Capital Bank & Trust
California
$583K
JWA
313
JFS Wealth Advisors
Pennsylvania
$566K
WCF
314
West Coast Financial
California
$556K
HCM
315
Hollencrest Capital Management
California
$535K
WI
316
Wedgewood Investors
Pennsylvania
$532K
Fuller & Thaler Asset Management
317
Fuller & Thaler Asset Management
California
$532K +$345K +1,742 +171%
FMW
318
Farr Miller & Washington
District of Columbia
$520K
Rockefeller Capital Management
319
Rockefeller Capital Management
New York
$517K +$60.5K +305 +13%
HPC
320
HM Payson & Co
Maine
$514K
BRWA
321
B. Riley Wealth Advisors
Florida
$508K -$27.4K -138 -5%
DT
322
Diversified Trust
Tennessee
$505K
AI
323
Atria Investments
North Carolina
$502K +$516K +2,603 New
CWS
324
Cypress Wealth Services
California
$500K
CS
325
Comerica Securities
Michigan
$494K +$5.55K +28 +1%

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.