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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
IA
376
IndexIQ Advisors
New York
$474K -$12.7M -57,808 -96%
DJSG
377
D.J. St. Germain
Massachusetts
$462K -$7.66K -35 -2%
SBSB
378
Sullivan, Bruyette, Speros & Blaney
Virginia
$460K +$18.2K +83 +4%
FCFC
379
First Commonwealth Financial Corp
Pennsylvania
$459K -$182K -830 -29%
BIA
380
BHK Investment Advisors
Alabama
$451K -$58.4K -267 -12%
EAM
381
Evanson Asset Management
California
$451K
PWM
382
Perigon Wealth Management
California
$446K +$5.47K +25 +1%
IWA
383
Inspirion Wealth Advisors
Illinois
$443K
PAM
384
Palisade Asset Management
Minnesota
$442K
MCM
385
Murphy Capital Management
New Jersey
$437K -$60.2K -275 -12%
UAS
386
United Asset Strategies
New York
$433K +$2.85K +13 +0.7%
APA
387
American Portfolios Advisors
New York
$432K -$16.2K -74 -4%
CA
388
Clearstead Advisors
Ohio
$432K +$252K +1,152 +144%
SAM
389
Seelaus Asset Management
New Jersey
$428K +$53.6K +245 +15%
SWP
390
Summit Wealth Partners
Florida
$427K
MPPLM
391
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$425K -$267K -1,218 -39%
TGAM
392
TBH Global Asset Management
Tennessee
$421K
CWM
393
Cahaba Wealth Management
Georgia
$419K +$438 +2 +0.1%
DBT
394
Dubuque Bank & Trust
Iowa
$411K
SDWMA
395
Schneider Downs Wealth Management Advisors
Pennsylvania
$408K
GP
396
Girard Partners
Pennsylvania
$407K -$21.4K -98 -5%
DBRC
397
D.B. Root & Company
Pennsylvania
$406K +$438 +2 +0.1%
PFPT
398
Pinnacle Financial Partners (Tennessee)
Tennessee
$406K +$199K +911 +99%
MWA
399
Martel Wealth Advisors
Washington
$406K -$2.85K -13 -0.7%
ISL
400
Ingalls & Snyder LLC
New York
$405K

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.