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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
Betterment LLC
426
Betterment LLC
New York
$333K -$24.7K -113 -7%
BCC
427
Bridge City Capital
Oregon
$333K
OIA
428
OneDigital Investment Advisors
Kansas
$333K +$40.3K +184 +14%
BO
429
Bank OZK
Arkansas
$332K -$3.94K -18 -1%
EWM
430
Empirical Wealth Management
Washington
$332K
AW
431
ACG Wealth
Georgia
$329K +$219 +1 +0.1%
SIAS
432
Shine Investment Advisory Services
Colorado
$327K -$173K -790 -35%
GRP
433
Global Retirement Partners
California
$327K -$15.3K -70 -5%
BO
434
BRR OpCo
Ohio
$323K
EWM
435
Evercore Wealth Management
New York
$320K -$3.28K -15 -1%
PWPS
436
Pinnacle Wealth Planning Services
Ohio
$318K
AIA
437
Arcadia Investment Advisors
Idaho
$318K
C
438
Certuity
Florida
$313K +$34.6K +158 +13%
FCCM
439
First City Capital Management
Georgia
$313K +$287K +1,313 New
RFM
440
Royal Fund Management
Florida
$312K +$309K +1,410 New
BL
441
Balentine LLC
Georgia
$311K
SS
442
Simplicity Solutions
Minnesota
$310K -$350K -1,601 -53%
CAL
443
Capital Advisors Ltd
Ohio
$310K -$3.72K -17 -1%
MA
444
Montag & Associates
Georgia
$310K +$3.28K +15 +1%
NFG
445
Next Financial Group
Texas
$308K +$304K +1,390 New
RG
446
Rikoon Group
New Mexico
$307K +$438 +2 +0.1%
KFC
447
Klingenstein Fields & Co
New York
$305K
BW
448
Bison Wealth
Georgia
$304K -$26.3K -120 -8%
CW
449
CreativeOne Wealth
Kansas
$302K +$71.1K +325 +31%
AIA
450
Arbor Investment Advisors
North Carolina
$300K

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.