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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
JIC
401
Joel Isaacson & Co
New York
$396K +$10.5K +48 +3%
PIMG
402
Patriot Investment Management Group
Tennessee
$395K
NCP
403
NexWave Capital Partners
New York
$388K
AIM
404
Allen Investment Management
New York
$381K
CFFP
405
Center for Financial Planning
Michigan
$381K
AMC
406
Asset Management Corp
Illinois
$379K
Cerity Partners
407
Cerity Partners
New York
$379K
CHJWM
408
Carlton Hofferkamp & Jenks Wealth Management
Texas
$376K -$4.6K -21 -1%
MFW
409
Mosaic Family Wealth
Missouri
$374K -$67.6K -309 -15%
TW
410
Towerpoint Wealth
California
$374K -$46K -210 -11%
22CM
411
20/20 Capital Management
California
$374K +$370K +1,690 New
CBFP
412
Cedar Brook Financial Partners
Ohio
$373K +$102K +466 +38%
CG
413
Caprock Group
Idaho
$371K +$219 +1 +0.1%
PRWA
414
Platte River Wealth Advisors
Colorado
$367K -$602K -2,752 -62%
WIA
415
Wealthstreet Investment Advisors
Texas
$361K +$24.7K +113 +7%
SIC
416
Sigma Investment Counselors
Michigan
$361K +$99.4K +454 +39%
FMC
417
First Merchants Corp
Indiana
$360K
Legal & General Group
418
Legal & General Group
United Kingdom
$354K +$160K +730 +84%
CFGS
419
Concourse Financial Group Securities
Alabama
$353K -$33K -151 -9%
PPP
420
Private Portfolio Partners
New Jersey
$351K -$12.9K -59 -4%
FANJ
421
Financial Architects (New Jersey)
New Jersey
$351K
MWP
422
MYCIO Wealth Partners
Pennsylvania
$348K +$438 +2 +0.1%
RWM
423
Ritholtz Wealth Management
New York
$339K -$102K -468 -23%
MWM
424
Mission Wealth Management
California
$339K
PAM
425
Pegasus Asset Management
New York
$337K

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.