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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
TWA
426
TCI Wealth Advisors
Arizona
$35K
IIC
427
Integrated Investment Consultants
Michigan
$34K -$9.88K -60 -23%
CTC
428
Central Trust Company
Missouri
$32K
NIC
429
Northwest Investment Counselors
Oregon
$32K +$30.9K +188 New
EA
430
Edge Advisors
Georgia
$30K
CAL
431
Capital Analysts LLC
Pennsylvania
$29K -$62.2K -378 -69%
JFA
432
JNBA Financial Advisors
Minnesota
$29K
NSIM
433
North Star Investment Management
Illinois
$29K
SSB
434
Sandy Spring Bank
Maryland
$29K +$28K +170 New
LNB
435
Ledyard National Bank
$28K
FMII
436
Farmers & Merchants Investments Inc
Nebraska
$27K
WEC
437
Winslow Evans & Crocker
Massachusetts
$26.5K -$165 -1 -0.6%
PWM
438
Perigon Wealth Management
California
$26K
WIM
439
Westside Investment Management
California
$25.2K
VCM
440
Versant Capital Management
Arizona
$25K
WAM
441
Watermark Asset Management
California
$25K
MA
442
MCF Advisors
Kentucky
$22K -$165 -1 -0.8%
WAP
443
Wealthcare Advisory Partners
Pennsylvania
$20K
WA
444
Winfield Associates
Ohio
$19K
AIM
445
Anchor Investment Management
South Carolina
$16.3K
Macquarie Group
446
Macquarie Group
Australia
$13K +$12.8K +78 New
CFN
447
Cordasco Financial Network
Florida
$12K
PFO
448
Pathstone Family Office
New Jersey
$9K -$312K -1,898 -97%
HDIM
449
Hanson & Doremus Investment Management
Vermont
$9K
MIM
450
Macroview Investment Management
Maryland
$9K +$6.75K +41 +373%

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.