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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
TP
401
Tranquility Partners
Tennessee
$319K +$2.97K +15 +0.9%
EWM
402
Evercore Wealth Management
New York
$318K +$28K +141 +9%
Cerity Partners
403
Cerity Partners
New York
$315K +$324K +1,635 New
GIA
404
GHP Investment Advisors
Colorado
$313K -$80.1K -404 -20%
FMC
405
First Merchants Corp
Indiana
$313K +$322K +1,625 New
FANJ
406
Financial Architects (New Jersey)
New Jersey
$306K -$25.6K -129 -8%
LW
407
Linscomb Wealth
Texas
$305K
JSL
408
JT Stratford LLC
Georgia
$304K +$313K +1,578 New
FUBT
409
First United Bank & Trust
Maryland
$299K -$28.7K -145 -9%
MFW
410
Mosaic Family Wealth
Missouri
$296K
SAM
411
Seelaus Asset Management
New Jersey
$294K +$19.8K +100 +7%
BO
412
Bank OZK
Arkansas
$293K
PFS
413
Prospera Financial Services
Texas
$291K +$299K +1,509 New
EWM
414
Empirical Wealth Management
Washington
$289K
SDWMA
415
Schneider Downs Wealth Management Advisors
Pennsylvania
$287K
CWM
416
CCG Wealth Management
California
$286K +$79.7K +402 +37%
CM
417
Cornerstone Management
Georgia
$284K
MA
418
MONECO Advisors
Connecticut
$282K -$27.8K -140 -9%
JIC
419
Joel Isaacson & Co
New York
$280K
RA
420
Riversedge Advisors
Delaware
$280K
AWM
421
AE Wealth Management
Kansas
$279K -$991 -5 -0.3%
LA
422
Legacy Advisors
Pennsylvania
$279K +$9.91K +50 +4%
LFAS
423
Level Four Advisory Services
Texas
$277K -$11.9K -60 -4%
HH
424
Hilltop Holdings
Texas
$276K -$50.4K -254 -15%
KFC
425
Klingenstein Fields & Co
New York
$276K

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.