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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
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$92K -$83K -504 -48%
SA
402
SRH Advisors
Kansas
$92K
SLF
403
Sun Life Financial
Ontario, Canada
$89K +$73.1K +444 +516%
FMTCOCP
404
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$88.9K
APSP
405
Asset Planning Services (Pennsylvania)
Pennsylvania
$88K
OIA
406
OneDigital Investment Advisors
Kansas
$84K +$81.8K +497 New
MCM
407
Manchester Capital Management
Vermont
$81K -$16.8K -102 -18%
MRCM
408
M&R Capital Management
New Jersey
$78K
UWPG
409
Ullmann Wealth Partners Group
Florida
$78K
BTIS
410
BB&T Investment Services
North Carolina
$73K
Victory Capital Management
411
Victory Capital Management
Texas
$71K -$4.44K -27 -6%
AIM
412
Advantage Investment Management
Iowa
$68K +$3.79K +23 +6%
RFWA
413
RPg Family Wealth Advisory
Massachusetts
$63.1K +$61.6K +374 New
MCM
414
McKinley Capital Management
Alaska
$62K +$38.2K +232 +169%
PAI
415
Pittenger & Anderson Inc
Nebraska
$61K
TC
416
Trust Company
Kansas
$59K -$165 -1 -0.3%
CFD
417
Creative Financial Designs
Indiana
$58K -$3.79K -23 -6%
TIM
418
Tortoise Investment Management
New York
$55K
TCOV
419
Trust Company of Vermont
Vermont
$51K -$19.6K -119 -28%
PCTC
420
Perkins Coie Trust Company
Washington
$45K
LCM
421
Liberty Capital Management
Michigan
$43K -$6.58K -40 -13%
HR
422
Howe & Rusling
New York
$43K
TDC
423
Thompson Davis & Co
Virginia
$39K
BCI
424
Brinker Capital Investments
Pennsylvania
$39K +$8.39K +51 +29%
ADL
425
Asset Dedication LLC
California
$36K +$10.2K +62 +45%

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.