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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
GPA
351
Garrison Point Advisors
California
$557K
PHAM
352
Palisades Hudson Asset Management
Florida
$551K +$657 +3 +0.1%
FB
353
Fulton Bank
Pennsylvania
$549K +$15.5K +71 +3%
AL
354
Aspiriant LLC
California
$547K
CIC
355
Carnegie Investment Counsel
Ohio
$542K -$13.1K -60 -2%
CIR
356
Clear Investment Research
Georgia
$537K -$2.19K -10 -0.4%
OFG
357
Oxford Financial Group
Indiana
$537K
PFC
358
Phocas Financial Corp
California
$532K
AIM
359
Arcadia Investment Management
Michigan
$531K -$3.28K -15 -0.6%
NNP
360
Nachman Norwood & Parrott
South Carolina
$531K +$438 +2 +0.1%
TNB
361
TCF National Bank
South Dakota
$525K -$234K -1,067 -31%
WI
362
Wedgewood Investors
Pennsylvania
$525K -$39K -178 -7%
Fuller & Thaler Asset Management
363
Fuller & Thaler Asset Management
California
$525K +$84.3K +385 +19%
CCA
364
Clearwater Capital Advisors
Illinois
$499K -$46.8K -214 -9%
RSWM
365
Robertson Stephens Wealth Management
California
$496K +$657 +3 +0.1%
NAM
366
NTV Asset Management
West Virginia
$494K
PCIA
367
Prime Capital Investment Advisors
Kansas
$491K +$12.9K +59 +3%
B
368
Bailard
California
$490K +$484K +2,210 New
DMC
369
Drexel Morgan & Co
Pennsylvania
$488K +$8.76K +40 +2%
KF
370
Krilogy Financial
Missouri
$487K +$156K +711 +48%
VWA
371
V Wealth Advisors
Kansas
$486K -$1.05M -4,804 -69%
LWCFA
372
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$486K +$469K +2,145 +4,290%
FA
373
FCG Advisors
New Jersey
$483K +$102K +465 +27%
HPC
374
HM Payson & Co
Maine
$481K
FPGK
375
Financial Partners Group (Kansas)
Kansas
$475K -$88.2K -403 -16%

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.