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iShares Russell 2000 Growth ETF

641 hedge funds and large institutions have $6.46B invested in iShares Russell 2000 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 151 increasing their positions, 242 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $6.01B → $6.46B (+$457M)

7% more funds holding in top 10

Funds holding in top 10: 2931 (+2)

8% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 73

0% less funds holding

Funds holding: 642641 (-1)

2.25% less ownership

Funds ownership: 72.18%69.92% (-2.3%)

36% less call options, than puts

Call options by funds: $53.5M | Put options by funds: $83.1M

38% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 242

Holders
641
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
13.87%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.67%
New
79
Increased
151
Reduced
242
Closed
73
Calls
$53.5M
Puts
$83.1M
Net Calls
-$29.6M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
376
Baker Avenue Asset Management
California
$386K -$62.8K -330 -14%
OC
377
Oakworth Capital
Alabama
$386K
FUBT
378
First United Bank & Trust
Maryland
$385K -$101K -532 -21%
EWM
379
Evercore Wealth Management
New York
$384K +$95.1K +500 +34%
PWPS
380
Pinnacle Wealth Planning Services
Ohio
$382K
GFS
381
GYL Financial Synergies
Connecticut
$380K -$20.9K -110 -5%
PA
382
Parallel Advisors
California
$378K +$190 +1 +0.1%
PPP
383
Private Portfolio Partners
New Jersey
$376K
3AM
384
3D Asset Management
Connecticut
$375K -$190 -1 -0.1%
SBWM
385
Sunflower Bank Wealth Management
Arizona
$374K
TC
386
Trust Company
Kansas
$372K
CWM
387
Cahaba Wealth Management
Georgia
$368K -$13.3K -70 -4%
DBT
388
Dubuque Bank & Trust
Iowa
$365K
GRP
389
Global Retirement Partners
California
$362K -$1.14K -6 -0.3%
KTC
390
Kistler-Tiffany Companies
Pennsylvania
$359K
LFAS
391
Level Four Advisory Services
Texas
$357K -$31.2K -164 -8%
TFS
392
Thoroughbred Financial Services
Tennessee
$357K +$345K +1,815 New
HIIFS
393
Harel Insurance Investments & Financial Services
Israel
$354K
RHJA
394
Rice Hall James & Associates
California
$352K -$17.4M -91,622 -98%
CAN
395
Claraphi Advisory Network
United States
$352K +$20K +105 +6%
FA
396
FCG Advisors
New Jersey
$351K
WI
397
Wintrust Investments
Illinois
$349K
PFO
398
Pathstone Family Office
New Jersey
$346K +$325K +1,706 +3,046%
CBU
399
CIBC Bank USA
Illinois
$343K -$178K -933 -35%
AIM
400
Allen Investment Management
New York
$338K -$2.47K -13 -0.8%

IWO Hedge Fund Activity: Q1 2019 in Review

641 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q1 2019, worth a combined $6.46B — up 7.6% from $6.01B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IWO positions and 73 closed out — a net gain of 6 holders — while 151 added to existing stakes and 242 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $124M. The largest seller was TIAA FSB, cutting an estimated $223M.

  • 641 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q1 2019, down from 642 in Q4 2018.
  • Funds reported $6.46B of iShares Russell 2000 Growth ETF stock for Q1 2019, up 7.6% quarter-over-quarter.
  • 79 funds opened new iShares Russell 2000 Growth ETF positions in Q1 2019 and 73 closed out, a net change of +6 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q1 2019 was BNP Paribas Financial Markets, an estimated $124M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q1 2019 was TIAA FSB, an estimated $223M sold.

Based on aggregated 13F filings for Q1 2019.