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iShares Russell 2000 Growth ETF

477 hedge funds and large institutions have $5.51B invested in iShares Russell 2000 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 154 increasing their positions, 154 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

8% more capital invested

Capital invested by funds: $5.09B → $5.51B (+$427M)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

1% more funds holding

Funds holding: 474477 (+3)

0.39% more ownership

Funds ownership: 64.09%64.49% (+0.39%)

0% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 154

64% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $37.3M

Holders
477
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
11.89%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.75%
New
45
Increased
154
Reduced
154
Closed
37
Calls
$13.5M
Puts
$37.3M
Net Calls
-$23.7M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
326
Global Retirement Partners
California
$368K -$15.3K -90 -4%
CW
327
Cobiz Wealth
Colorado
$367K -$33.6K -198 -9%
GC
328
Gilbert & Cook
Iowa
$367K
EAM
329
Evanson Asset Management
California
$366K
PMFA
330
Plante Moran Financial Advisors
Michigan
$360K -$4.25K -25 -1%
FNT
331
First National Trust
Pennsylvania
$355K +$45.2K +266 +15%
ORI
332
Oak Ridge Investments
Illinois
$354K +$336K +1,976 New
MIH
333
Madison Investment Holdings
Wisconsin
$353K
OC
334
Oakworth Capital
Alabama
$347K
FA
335
FCG Advisors
New Jersey
$344K -$87.5K -515 -21%
DLHL
336
Donald L. Hagan LLC
Florida
$341K -$2.29M -13,509 -88%
SBWM
337
Sunflower Bank Wealth Management
Arizona
$340K
IG
338
ING Group
Netherlands
$337K +$320K +1,885 New
PO
339
Private Ocean
California
$334K +$510 +3 +0.2%
PI
340
Putnam Investments
Massachusetts
$323K +$307K +1,806 New
Squarepoint
341
Squarepoint
New York
$323K +$307K +1,806 New
CPIG
342
Chicago Partners Investment Group
Illinois
$322K -$306K -1,800 -50%
HH
343
Hilltop Holdings
Texas
$322K
RP
344
Riverbridge Partners
Minnesota
$322K +$5.61K +33 +2%
HFS
345
HL Financial Services
Kentucky
$318K
AIM
346
Allen Investment Management
New York
$315K
MA
347
Montag & Associates
Georgia
$315K
CG
348
Caprock Group
Idaho
$310K +$340 +2 +0.1%
FANJ
349
Financial Architects (New Jersey)
New Jersey
$309K
MFW
350
Mosaic Family Wealth
Missouri
$308K +$849 +5 +0.3%

IWO Hedge Fund Activity: Q3 2017 in Review

477 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2017, worth a combined $5.51B — up 8.4% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IWO positions and 37 closed out — a net gain of 8 holders — while 154 added to existing stakes and 154 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $27.6M.

  • 477 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2017, up from 474 in Q2 2017.
  • Funds reported $5.51B of iShares Russell 2000 Growth ETF stock for Q3 2017, up 8.4% quarter-over-quarter.
  • 45 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2017 and 37 closed out, a net change of +8 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2017 was Morgan Stanley, an estimated $101M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2017 was Kayne Anderson Rudnick Investment Management, an estimated $27.6M sold.

Based on aggregated 13F filings for Q3 2017.