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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
LW
351
Linscomb Wealth
Texas
$276K
HPWM
352
Highland Private Wealth Management
Washington
$266K +$1.17M +7,090 New
BCM
353
BTC Capital Management
Iowa
$265K
CAL
354
Capital Advisors Ltd
Ohio
$260K
KFC
355
Klingenstein Fields & Co
New York
$252K +$245K +1,491 New
PGFC
356
Peapack-Gladstone Financial Corp
New Jersey
$252K +$246K +1,493 New
TNBTD
357
Trustmark National Bank Trust Department
Mississippi
$248K -$8.23K -50 -3%
ONB
358
Old National Bancorp
Indiana
$244K +$27.7K +168 +13%
FFA
359
First Foundation Advisors
California
$242K +$236K +1,431 New
GLA
360
Great Lakes Advisors
Illinois
$240K -$13.8K -84 -6%
GA
361
Geneva Advisors
Illinois
$240K +$12.3K +75 +6%
PFPT
362
Pinnacle Financial Partners (Tennessee)
Tennessee
$238K -$24.2K -147 -9%
AFP
363
Ausdal Financial Partners
Iowa
$235K +$21.1K +128 +10%
PA
364
Parallel Advisors
California
$234K +$1.98K +12 +0.9%
EWA
365
EP Wealth Advisors
California
$228K +$1.65K +10 +0.7%
RG
366
Rikoon Group
New Mexico
$227K -$62.5K -380 -22%
ICOA
367
Investment Centers of America
North Dakota
$224K -$43.1K -262 -17%
TC
368
Telemus Capital
Michigan
$223K +$6.58K +40 +3%
BO
369
BRR OpCo
Ohio
$219K -$14.8K -90 -6%
SPIA
370
Steward Partners Investment Advisory
New York
$217K
B
371
Bridgeworth
Alabama
$216K -$9.55K -58 -4%
KF
372
Krilogy Financial
Missouri
$216K -$6.42K -39 -3%
FIG
373
FundX Investment Group
California
$212K +$207K +1,259 New
PFC
374
Phocas Financial Corp
California
$211K -$206K -1,250 Closed
HCA
375
Harbour Capital Advisors
Virginia
$208K

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.