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iShares Russell 2000 Growth ETF

631 hedge funds and large institutions have $6.5B invested in iShares Russell 2000 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 164 increasing their positions, 237 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.37% more ownership

Funds ownership: 69.92%71.29% (+1.4%)

1% more capital invested

Capital invested by funds: $6.46B → $6.5B (+$35M)

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

2% less funds holding

Funds holding: 641631 (-10)

26% less funds holding in top 10

Funds holding in top 10: 3123 (-8)

31% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 237

46% less call options, than puts

Call options by funds: $37.2M | Put options by funds: $68.5M

Holders
631
Holders Change
-10
Holders Change %
-1.56%
% of All Funds
13.71%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.5%
New
53
Increased
164
Reduced
237
Closed
56
Calls
$37.2M
Puts
$68.5M
Net Calls
-$31.3M
Net Calls Change
-$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
426
Beacon Pointe Advisors
California
$286K -$25.9K -131 -8%
SAM
427
Seelaus Asset Management
New Jersey
$286K +$33.6K +170 +14%
BL
428
Balentine LLC
Georgia
$282K
LA
429
Legacy Advisors
Pennsylvania
$281K -$277K -1,399 -50%
RA
430
Riversedge Advisors
Delaware
$280K +$291K +1,473 New
DLHL
431
Donald L. Hagan LLC
Florida
$278K
MA
432
Montag & Associates
Georgia
$278K
RG
433
Rikoon Group
New Mexico
$276K +$396 +2 +0.1%
SCI
434
S&CO Inc
Massachusetts
$267K
AMCA
435
Arthur M. Cohen & Associates
Illinois
$265K +$396 +2 +0.2%
SFA
436
Sequoia Financial Advisors
Ohio
$265K +$261K +1,321 New
PA
437
Paracle Advisors
Washington
$264K
WC
438
Whitnell & Co
Illinois
$264K
TWA
439
TCI Wealth Advisors
Arizona
$262K
TNBTD
440
Trustmark National Bank Trust Department
Mississippi
$262K
OMC
441
Old Mission Capital
Illinois
$261K +$257K +1,300 New
SFG
442
Summit Financial Group
West Virginia
$261K +$257K +1,300 New
BSB
443
Bangor Savings Bank
Maine
$260K
CBFP
444
Cedar Brook Financial Partners
Ohio
$259K -$63.1K -319 -20%
FCBT
445
First Citizens Bank & Trust
North Carolina
$259K +$4.15K +21 +2%
ATC
446
Argent Trust Co
Tennessee
$259K +$27.7K +140 +12%
CWM
447
Cordatus Wealth Management
Pennsylvania
$254K -$6.13K -31 -2%
RIM
448
Regent Investment Management
Kentucky
$251K -$49.4K -250 -17%
MCP
449
Mirador Capital Partners
California
$250K -$1.7M -8,599 -87%
SS
450
Sunbelt Securities
Texas
$249K +$4.15K +21 +2%

IWO Hedge Fund Activity: Q2 2019 in Review

631 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q2 2019, worth a combined $6.5B — up 0.54% from $6.46B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IWO and 53 opened new positions — a net loss of 3 holders — while 237 trimmed existing stakes and 164 added.

The largest buyer was TIAA FSB, adding an estimated $255M. The largest seller was Morgan Stanley, cutting an estimated $173M.

  • 631 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q2 2019, down from 641 in Q1 2019.
  • Funds reported $6.5B of iShares Russell 2000 Growth ETF stock for Q2 2019, up 0.54% quarter-over-quarter.
  • 53 funds opened new iShares Russell 2000 Growth ETF positions in Q2 2019 and 56 closed out, a net change of -3 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q2 2019 was TIAA FSB, an estimated $255M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q2 2019 was Morgan Stanley, an estimated $173M sold.

Based on aggregated 13F filings for Q2 2019.