We are live on ! Find out more
IWO icon

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
EAM
326
Evanson Asset Management
California
$345K
PMFA
327
Plante Moran Financial Advisors
Michigan
$344K +$4.12K +25 +1%
BCM
328
Bridgeway Capital Management
Texas
$338K -$362K -2,200 -52%
MIH
329
Madison Investment Holdings
Wisconsin
$333K
ICRM
330
Insight Capital Research & Management
California
$323K +$315K +1,915 New
SBWM
331
Sunflower Bank Wealth Management
Arizona
$321K +$313K +1,900 New
PO
332
Private Ocean
California
$314K
HTC
333
Haverford Trust Company
Pennsylvania
$307K
HH
334
Hilltop Holdings
Texas
$304K -$494 -3 -0.2%
LFAS
335
Level Four Advisory Services
Texas
$301K -$7.9M -47,971 -96%
HFS
336
HL Financial Services
Kentucky
$300K
GLA
337
Good Life Advisors
Pennsylvania
$300K +$494 +3 +0.2%
RP
338
Riverbridge Partners
Minnesota
$299K -$316K -1,917 -52%
Barclays
339
Barclays
United Kingdom
$299K -$252K -1,531 -46%
AIM
340
Allen Investment Management
New York
$297K
MA
341
Montag & Associates
Georgia
$297K
CG
342
Caprock Group
Idaho
$292K
MFW
343
Mosaic Family Wealth
Missouri
$290K -$120K -730 -30%
FNT
344
First National Trust
Pennsylvania
$290K +$329 +2 +0.1%
FANJ
345
Financial Architects (New Jersey)
New Jersey
$289K
AAM
346
AMI Asset Management
California
$287K -$102K -619 -27%
AA
347
AlphaMark Advisors
Kentucky
$287K +$15.6K +95 +6%
RIM
348
Regent Investment Management
Kentucky
$283K
JIC
349
Joel Isaacson & Co
New York
$279K
PA
350
Pinnacle Associates
New York
$279K +$66.2K +402 +32%

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.