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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
FNBSF
301
First National Bank Sioux Falls
South Dakota
$799K
ST
302
Smithfield Trust
Pennsylvania
$790K
Verition Fund Management
303
Verition Fund Management
Connecticut
$783K +$773K +3,534 New
KTC
304
Kistler-Tiffany Companies
Pennsylvania
$777K -$438 -2 -0.1%
GIA
305
GHP Investment Advisors
Colorado
$775K +$36.6K +167 +5%
CPSC
306
Carl P. Sherr & Co
Massachusetts
$772K +$213K +974 +39%
CC
307
Chicago Capital
Illinois
$768K -$41.6K -190 -5%
AP
308
Appleton Partners
Massachusetts
$768K
TW
309
Transform Wealth
Colorado
$758K +$1.97K +9 +0.3%
KMWM
310
Keudell/Morrison Wealth Management
Oregon
$753K
MWM
311
Meridian Wealth Management
Kentucky
$750K +$741K +3,387 New
MAFM
312
Mid Atlantic Financial Management
Pennsylvania
$722K -$26.3K -120 -4%
JRP
313
Jasper Ridge Partners
California
$722K
MIAS
314
Mason Investment Advisory Services
Virginia
$711K
IIC
315
Ironwood Investment Counsel
Arizona
$703K
GPA
316
Guidance Point Advisors
Massachusetts
$703K +$875 +4 +0.1%
APW
317
Acima Private Wealth
Virginia
$702K
VWA
318
Visionary Wealth Advisors
Illinois
$702K +$693K +3,168 New
FBFS
319
First Business Financial Services
Wisconsin
$698K
FWP
320
FAS Wealth Partners
Kansas
$693K +$219 +1 +0%
AIA
321
Armor Investment Advisors
North Carolina
$691K -$245K -1,121 -26%
MWM
322
Minot Wealth Management
Massachusetts
$690K +$682K +3,116 New
CMI
323
Clare Market Investments
Texas
$685K -$109K -499 -14%
CI
324
Chartist Inc
California
$681K +$673K +3,076 New
GCM
325
Gables Capital Management
Florida
$681K

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.