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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
PCTC
426
Perkins Coie Trust Company
Washington
$47K
HR
427
Howe & Rusling
New York
$46K
CTC
428
Central Trust Company
Missouri
$43K +$8.66K +51 +27%
ST
429
Sageworth Trust
Pennsylvania
$42K -$346K -2,035 -90%
TDC
430
Thompson Davis & Co
Virginia
$42K
IIC
431
Integrated Investment Consultants
Michigan
$37K
TWA
432
TCI Wealth Advisors
Arizona
$37K
NIC
433
Northwest Investment Counselors
Oregon
$34K
FPF
434
FNY Partners Fund
New York
$34K +$32.8K +193 New
EA
435
Edge Advisors
Georgia
$32K
JFA
436
JNBA Financial Advisors
Minnesota
$31K
MA
437
MCF Advisors
Kentucky
$31K +$7.47K +44 +34%
NSIM
438
North Star Investment Management
Illinois
$30K
FMII
439
Farmers & Merchants Investments Inc
Nebraska
$29K
PWM
440
Perigon Wealth Management
California
$28K
WIM
441
Westside Investment Management
California
$27.1K
LNB
442
Ledyard National Bank
$27K -$2.89K -17 -10%
WAM
443
Watermark Asset Management
California
$27K
VCM
444
Versant Capital Management
Arizona
$26K
WAP
445
Wealthcare Advisory Partners
Pennsylvania
$26K +$4.42K +26 +22%
CAL
446
Capital Analysts LLC
Pennsylvania
$23K -$7.13K -42 -24%
TC
447
Trust Company
Kansas
$21K -$39.2K -231 -66%
WA
448
Winfield Associates
Ohio
$21K
CPA
449
Clear Perspective Advisors
Illinois
$21K +$20K +118 New
BWL
450
Bogart Wealth LLC
Virginia
$18K +$16.6K +98 New

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.