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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
CAL
376
Capital Advisors Ltd
Ohio
$364K +$406K +2,049 +93%
CWM
377
Cahaba Wealth Management
Georgia
$362K +$595 +3 +0.2%
FTIOP
378
Fiduciary Trust International of Pennsylvania
Pennsylvania
$361K
PPP
379
Private Portfolio Partners
New Jersey
$360K -$2.78K -14 -0.7%
DBT
380
Dubuque Bank & Trust
Iowa
$358K
AAS
381
Avantax Advisory Services
Texas
$354K +$78.1K +394 +27%
SF
382
Summit Financial
New Jersey
$354K -$208K -1,048 -24%
BAAM
383
Baker Avenue Asset Management
California
$350K -$11.9K -60 -3%
GFS
384
GYL Financial Synergies
Connecticut
$348K -$22.8K -115 -6%
HIIFS
385
Harel Insurance Investments & Financial Services
Israel
$347K
OC
386
Oakworth Capital
Alabama
$343K -$19.8K -100 -5%
WI
387
Wintrust Investments
Illinois
$340K -$1.98K -10 -0.6%
FA
388
FCG Advisors
New Jersey
$339K
PWPS
389
Pinnacle Wealth Planning Services
Ohio
$339K
BFC
390
Bedel Financial Consulting
Indiana
$335K
AIM
391
Allen Investment Management
New York
$331K
TFS
392
Thoroughbred Financial Services
Tennessee
$331K +$341K +1,718 New
GRP
393
Global Retirement Partners
California
$330K +$6.54K +33 +2%
FDCC
394
Foster Dykema Cabot & Co
Massachusetts
$328K
PAM
395
Pegasus Asset Management
New York
$328K
Two Sigma Investments
396
Two Sigma Investments
New York
$326K -$493K -2,486 -60%
WI
397
WrapManager Inc
California
$326K -$2.58K -13 -0.8%
WWM
398
Western Wealth Management
Colorado
$325K -$7.93K -40 -2%
MWM
399
Mission Wealth Management
California
$321K +$4.16K +21 +1%
KA
400
Kovack Advisors
Florida
$320K -$2.78K -14 -0.8%

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.