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iShares Russell 2000 Growth ETF

613 hedge funds and large institutions have $6.33B invested in iShares Russell 2000 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 149 increasing their positions, 227 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.97% more ownership

Funds ownership: 71.29%72.26% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

3% less capital invested

Capital invested by funds: $6.5B → $6.33B (-$168M)

3% less funds holding

Funds holding: 631613 (-18)

21% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 57

34% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 227

51% less call options, than puts

Call options by funds: $28.4M | Put options by funds: $57.8M

Holders
613
Holders Change
-18
Holders Change %
-2.85%
% of All Funds
13.44%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
45
Increased
149
Reduced
227
Closed
57
Calls
$28.4M
Puts
$57.8M
Net Calls
-$29.4M
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
351
D.J. St. Germain
Massachusetts
$409K
CCM
352
Colorado Capital Management
Colorado
$408K
BO
353
BRR OpCo
Ohio
$407K -$30.3K -153 -7%
NNP
354
Nachman Norwood & Parrott
South Carolina
$406K
PAM
355
Palisade Asset Management
Minnesota
$399K
HFA
356
High Falls Advisors
New York
$399K +$397 +2 +0.1%
MIH
357
Madison Investment Holdings
Wisconsin
$397K
MWA
358
Martel Wealth Advisors
Washington
$397K -$17.6K -89 -4%
GC
359
Gilbert & Cook
Iowa
$395K
EAM
360
Evanson Asset Management
California
$392K
DCM
361
Driehaus Capital Management
Illinois
$388K -$1.37M -6,915 -77%
PMFA
362
Plante Moran Financial Advisors
Michigan
$388K +$397 +2 +0.1%
IWA
363
Inspirion Wealth Advisors
Illinois
$385K
JWM
364
Jupiter Wealth Management
Colorado
$385K
BFM
365
Boothbay Fund Management
New York
$385K +$397K +2,000 New
SBSB
366
Sullivan, Bruyette, Speros & Blaney
Virginia
$384K
TW
367
Towerpoint Wealth
California
$380K -$4.96K -25 -1%
FA
368
Faithward Advisors
Pennsylvania
$377K +$387K +1,954 New
BBHC
369
Brown Brothers Harriman & Co
New York
$376K
RMA
370
Roffman Miller Associates
Pennsylvania
$371K
Barclays
371
Barclays
United Kingdom
$368K +$252K +1,270 +199%
3AM
372
3D Asset Management
Connecticut
$366K -$595 -3 -0.2%
SBWM
373
Sunflower Bank Wealth Management
Arizona
$366K
TC
374
Trust Company
Kansas
$365K
DBRC
375
D.B. Root & Company
Pennsylvania
$364K

IWO Hedge Fund Activity: Q3 2019 in Review

613 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2019, worth a combined $6.33B — down 2.6% from $6.5B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of IWO and 45 opened new positions — a net loss of 12 holders — while 227 trimmed existing stakes and 149 added.

The largest buyer was Wells Fargo, adding an estimated $101M. The largest seller was Jane Street, exiting entirely with an estimated $56.9M sold.

  • 613 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2019, down from 631 in Q2 2019.
  • Funds reported $6.33B of iShares Russell 2000 Growth ETF stock for Q3 2019, down 2.6% quarter-over-quarter.
  • 45 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2019 and 57 closed out, a net change of -12 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2019 was Wells Fargo, an estimated $101M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2019 was Jane Street, an estimated $56.9M sold.

Based on aggregated 13F filings for Q3 2019.