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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
GT
326
Glenview Trust
Kentucky
$532K
DT
327
Diversified Trust
Tennessee
$526K
CWS
328
Cypress Wealth Services
California
$522K -$13.4K -68 -3%
BIA
329
BHK Investment Advisors
Alabama
$519K -$29.7K -150 -5%
GPA
330
Garrison Point Advisors
California
$512K
KTC
331
Kistler-Tiffany Companies
Pennsylvania
$511K +$142K +718 +39%
CS
332
Comerica Securities
Michigan
$509K +$292K +1,476 +140%
VWA
333
V Wealth Advisors
Kansas
$504K +$18.2K +92 +4%
AL
334
Aspiriant LLC
California
$497K
RWG
335
Regal Wealth Group
California
$494K +$593 +3 +0.1%
RHJA
336
Rice Hall James & Associates
California
$491K +$130K +656 +37%
UAS
337
United Asset Strategies
New York
$486K -$28.7K -145 -6%
CWM
338
Cornerstone Wealth Management
Missouri
$486K -$5.93K -30 -1%
BW
339
Bison Wealth
Georgia
$484K -$14.8K -75 -3%
FB
340
Fulton Bank
Pennsylvania
$482K +$6.33K +32 +1%
MCM
341
Murphy Capital Management
New Jersey
$480K -$80.5K -407 -15%
Rockefeller Capital Management
342
Rockefeller Capital Management
New York
$478K +$31.2K +158 +7%
RFM
343
Royal Fund Management
Florida
$476K -$2.37K -12 -0.5%
CBU
344
CIBC Bank USA
Illinois
$473K +$121K +610 +35%
FFN
345
Focus Financial Network
Minnesota
$473K -$4.94K -25 -1%
APA
346
American Portfolios Advisors
New York
$461K -$266K -1,345 -37%
PIMG
347
Patriot Investment Management Group
Tennessee
$459K
BO
348
BRR OpCo
Ohio
$455K +$197K +998 +79%
SC
349
Schoolcraft Capital
Colorado
$453K
SMC
350
Smith, Moore & Co
Missouri
$453K -$19.8K -100 -4%

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.