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iShares Russell 2000 Growth ETF

477 hedge funds and large institutions have $5.51B invested in iShares Russell 2000 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 154 increasing their positions, 154 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

8% more capital invested

Capital invested by funds: $5.09B → $5.51B (+$427M)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

1% more funds holding

Funds holding: 474477 (+3)

0.39% more ownership

Funds ownership: 64.09%64.49% (+0.39%)

0% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 154

64% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $37.3M

Holders
477
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
11.89%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.75%
New
45
Increased
154
Reduced
154
Closed
37
Calls
$13.5M
Puts
$37.3M
Net Calls
-$23.7M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
401
Next Financial Group
Texas
$116K
WCM
402
Wealthcare Capital Management
Virginia
$110K
BP
403
Ballentine Partners
Massachusetts
$109K
CFA
404
Carroll Financial Associates
North Carolina
$107K
RE
405
RBC Europe
United Kingdom
$107K +$101K +596 New
FA
406
Financial Advantage
Maryland
$104K +$98.9K +582 New
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$98K
SA
408
SRH Advisors
Kansas
$98K
SLF
409
Sun Life Financial
Ontario, Canada
$95K
FMTCOCP
410
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$94.3K
APSP
411
Asset Planning Services (Pennsylvania)
Pennsylvania
$94K +$170 +1 +0.2%
OIA
412
OneDigital Investment Advisors
Kansas
$89K +$170 +1 +0.2%
MCM
413
Manchester Capital Management
Vermont
$85K
OTC
414
Opera Trading Capital
France
$70K -$136K -800 -67%
BTIS
415
BB&T Investment Services
North Carolina
$70K -$8.49K -50 -12%
FA
416
Fortis Advisors
Pennsylvania
$70K +$66.8K +393 New
AIM
417
Advantage Investment Management
Iowa
$68K -$3.91K -23 -6%
PAI
418
Pittenger & Anderson Inc
Nebraska
$65K
SSB
419
Sandy Spring Bank
Maryland
$65K +$33K +194 +114%
CFD
420
Creative Financial Designs
Indiana
$63K +$1.02K +6 +2%
BCI
421
Brinker Capital Investments
Pennsylvania
$59K +$17.3K +102 +45%
TIM
422
Tortoise Investment Management
New York
$58K
ADL
423
Asset Dedication LLC
California
$56K +$17.8K +105 +52%
TCOV
424
Trust Company of Vermont
Vermont
$54K
LCM
425
Liberty Capital Management
Michigan
$47K

IWO Hedge Fund Activity: Q3 2017 in Review

477 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2017, worth a combined $5.51B — up 8.4% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IWO positions and 37 closed out — a net gain of 8 holders — while 154 added to existing stakes and 154 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $27.6M.

  • 477 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2017, up from 474 in Q2 2017.
  • Funds reported $5.51B of iShares Russell 2000 Growth ETF stock for Q3 2017, up 8.4% quarter-over-quarter.
  • 45 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2017 and 37 closed out, a net change of +8 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2017 was Morgan Stanley, an estimated $101M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2017 was Kayne Anderson Rudnick Investment Management, an estimated $27.6M sold.

Based on aggregated 13F filings for Q3 2017.