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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
NFG
376
Nations Financial Group
Iowa
$204K +$199K +1,209 New
Prudential Financial
377
Prudential Financial
New Jersey
$203K -$16.5K -100 -8%
OTC
378
Opera Trading Capital
France
$201K +$196K +1,190 New
EWM
379
Evercore Wealth Management
New York
$199K
HWP
380
Hefty Wealth Partners
Indiana
$192K +$165 +1 +0.1%
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$190K
AF
382
Allworth Financial
California
$186K -$26.3K -160 -13%
BAM
383
Barrett Asset Management
New York
$174K
HCC
384
Hirtle Callaghan & Co
Pennsylvania
$168K
JWA
385
JFS Wealth Advisors
Pennsylvania
$166K +$31.6K +192 +24%
ASN
386
Advisory Services Network
Georgia
$165K +$47.7K +290 +42%
DSC
387
Duncker Streett & Co
Missouri
$159K
EFSCE
388
Enterprise Financial Services Corp (EFSC)
Missouri
$157K
WC
389
Whitnell & Co
Illinois
$138K +$37K +225 +38%
YWP
390
YorkBridge Wealth Partners
New York
$128K
SHJ
391
Sharkey, Howes & Javer
Colorado
$127K +$10.2K +62 +9%
ATC
392
Adirondack Trust Company
New York
$122K -$401K -2,435 -77%
VIA
393
Vantage Investment Advisors
Pennsylvania
$120K -$20.2K -123 -15%
VC
394
Vestor Capital
Illinois
$117K +$114K +691 New
BWP
395
Baldwin Wealth Partners
Massachusetts
$111K
NFG
396
Next Financial Group
Texas
$108K
BP
397
Ballentine Partners
Massachusetts
$106K +$100K +609 New
WCM
398
Wealthcare Capital Management
Virginia
$104K
CFA
399
Carroll Financial Associates
North Carolina
$99K
PSUF
400
People's United Financial
Connecticut
$93K

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.