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iShares Russell 2000 Growth ETF

631 hedge funds and large institutions have $6.5B invested in iShares Russell 2000 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 164 increasing their positions, 237 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.37% more ownership

Funds ownership: 69.92%71.29% (+1.4%)

1% more capital invested

Capital invested by funds: $6.46B → $6.5B (+$35M)

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

2% less funds holding

Funds holding: 641631 (-10)

26% less funds holding in top 10

Funds holding in top 10: 3123 (-8)

31% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 237

46% less call options, than puts

Call options by funds: $37.2M | Put options by funds: $68.5M

Holders
631
Holders Change
-10
Holders Change %
-1.56%
% of All Funds
13.71%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.5%
New
53
Increased
164
Reduced
237
Closed
56
Calls
$37.2M
Puts
$68.5M
Net Calls
-$31.3M
Net Calls Change
-$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
3AM
376
3D Asset Management
Connecticut
$382K -$1.19K -6 -0.3%
SBWM
377
Sunflower Bank Wealth Management
Arizona
$382K
TC
378
Trust Company
Kansas
$380K
DBRC
379
D.B. Root & Company
Pennsylvania
$379K -$133K -673 -26%
OC
380
Oakworth Capital
Alabama
$378K -$16.6K -84 -4%
PPP
381
Private Portfolio Partners
New Jersey
$378K -$5.74K -29 -2%
BAAM
382
Baker Avenue Asset Management
California
$377K -$17.8K -90 -5%
CWM
383
Cahaba Wealth Management
Georgia
$377K +$593 +3 +0.2%
FTIOP
384
Fiduciary Trust International of Pennsylvania
Pennsylvania
$376K +$370K +1,870 New
DBT
385
Dubuque Bank & Trust
Iowa
$373K
HIIFS
386
Harel Insurance Investments & Financial Services
Israel
$362K
WI
387
Wintrust Investments
Illinois
$356K -$791 -4 -0.2%
PWPS
388
Pinnacle Wealth Planning Services
Ohio
$354K -$36K -182 -9%
FA
389
FCG Advisors
New Jersey
$353K -$5.14K -26 -1%
BFC
390
Bedel Financial Consulting
Indiana
$349K +$7.71K +39 +2%
WWM
391
Western Wealth Management
Colorado
$346K +$69.2K +350 +25%
AIM
392
Allen Investment Management
New York
$345K
CW
393
Cobiz Wealth
Colorado
$345K +$1.58K +8 +0.5%
FANJ
394
Financial Architects (New Jersey)
New Jersey
$344K +$339K +1,715 New
WI
395
WrapManager Inc
California
$342K -$1.58K -8 -0.5%
FDCC
396
Foster Dykema Cabot & Co
Massachusetts
$342K
PAM
397
Pegasus Asset Management
New York
$342K
FUBT
398
First United Bank & Trust
Maryland
$340K -$52.4K -265 -14%
HH
399
Hilltop Holdings
Texas
$339K -$2.97K -15 -0.9%
GRP
400
Global Retirement Partners
California
$337K -$32.4K -164 -9%

IWO Hedge Fund Activity: Q2 2019 in Review

631 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2019, worth a combined $6.5B — up 0.54% from $6.46B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IWO and 53 opened new positions — a net loss of 3 holders — while 237 trimmed existing stakes and 164 added.

The largest buyer was TIAA FSB, adding an estimated $255M. The largest seller was Morgan Stanley, cutting an estimated $173M.

  • 631 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2019, down from 641 in Q1 2019.
  • Funds reported $6.5B of iShares Russell 2000 Growth ETF stock for Q2 2019, up 0.54% quarter-over-quarter.
  • 53 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2019 and 56 closed out, a net change of -3 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q2 2019 was TIAA FSB, an estimated $255M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q2 2019 was Morgan Stanley, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2019.