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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
FFN
326
Focus Financial Network
Minnesota
$680K +$14.7K +67 +2%
AA
327
Alesco Advisors
New York
$676K
CWM
328
Cranbrook Wealth Management
Michigan
$676K
JWA
329
JFS Wealth Advisors
Pennsylvania
$671K
CBT
330
Capital Bank & Trust
California
$670K
RP
331
Riverbridge Partners
Minnesota
$649K +$138K +629 +27%
WCF
332
West Coast Financial
California
$639K
HH
333
Hilltop Holdings
Texas
$631K +$330K +1,508 +112%
CAL
334
Capital Analysts LLC
Pennsylvania
$610K +$105K +482 +21%
Kayne Anderson Rudnick Investment Management
335
Kayne Anderson Rudnick Investment Management
California
$607K -$11.4K -52 -2%
SFA
336
Sequoia Financial Advisors
Ohio
$607K +$41.1K +188 +7%
HCM
337
Hollencrest Capital Management
California
$604K -$10.9K -50 -2%
PAIM
338
Punch & Associates Investment Management
Minnesota
$601K +$438 +2 +0.1%
FMW
339
Farr Miller & Washington
District of Columbia
$597K
TP
340
Tranquility Partners
Tennessee
$595K +$37.6K +172 +7%
STA
341
Summit Trail Advisors
New York
$593K -$130K -596 -20%
TNA
342
True North Advisors
Texas
$593K -$87.5K -400 -13%
PA
343
Parallel Advisors
California
$593K -$6.35K -29 -1%
GT
344
Glenview Trust
Kentucky
$591K +$9.85K +45 +2%
DTC
345
Davidson Trust Company
Washington
$588K -$7.44K -34 -1%
LWANC
346
Laurel Wealth Advisors (North Carolina)
North Carolina
$582K -$32.8K -150 -5%
DT
347
Diversified Trust
Tennessee
$580K
LIA
348
LS Investment Advisors
Michigan
$570K
Squarepoint
349
Squarepoint
New York
$568K -$1.81M -8,264 -76%
ASN
350
Advisory Services Network
Georgia
$560K +$46.6K +213 +9%

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.