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iShares Russell 2000 Growth ETF
IWO

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: 474 → 474 (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: 33 → 29 (-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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$94.6M
2
Goldman Sachs
Goldman Sachs
New York
+$88.6M
3
Bank of America
Bank of America
North Carolina
+$79.5M
4
LPL Financial
LPL Financial
California
+$43M
5
Morgan Stanley
Morgan Stanley
New York
+$28.2M

Top Sellers

Rank Fund Capital Flow
1
PCM
Palisade Capital Management
New Jersey
-$88.2M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$80.8M
3
Citigroup
Citigroup
New York
-$33.4M
4
Wells Fargo
Wells Fargo
California
-$28.8M
5
DCM
Driehaus Capital Management
Illinois
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
451
Burt Wealth Advisors
Maryland
$8K – – –
BWA
452
BDO Wealth Advisors
Florida
$8K +$7.41K +45 New
MCIA
453
Mountain Capital Investment Advisors
Colorado
$8K +$8.23K +50 New
FDCDDQ
454
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.09K +$6.91K +42 New
RIA
455
RPG Investment Advisory
California
$7K +$7.08K +43 New
First Manhattan
456
First Manhattan
New York
$6K – – –
MMG
457
Monetary Management Group
Missouri
$5K +$4.94K +30 New
FAM
458
Flaharty Asset Management
Florida
$4.5K -$4.3M -26,129 -100%
CWM
459
Catamount Wealth Management
Connecticut
$4K – – –
PFGIA
460
Patriot Financial Group Insurance Agency
Massachusetts
$4K – – –
SBL
461
Sargent Bickham Lagudis
Colorado
$4K – – –
NA
462
NewEdge Advisors
Louisiana
$3.89K +$3.79K +23 New
GI
463
GS Investments
Minnesota
$3.71K +$3.62K +22 New
SWA
464
Sutton Wealth Advisors
Florida
$3.54K – – –
IF
465
Ironwood Financial
Arizona
$3K – – –
MWM
466
Mascoma Wealth Management
New Hampshire
$3K – – –
AWM
467
Avior Wealth Management
Nebraska
$2K – – –
CC
468
Cassaday & Co
Virginia
$2K – – –
RCA
469
Rowland Carmichael Advisors
Arizona
$2K – – –
AAP
470
Arax Advisory Partners
Colorado
$2K +$165 +1 +10%
PRS
471
Pinkerton Retirement Specialists
Idaho
$2K +$1.98K +12 New
VNA
472
Valley National Advisers
Pennsylvania
$1K – – –
WB
473
Webster Bank
Connecticut
$1K +$658 +4 New
CCS
474
Crosspoint Capital Strategies
California
$1K +$1.32K +8 New
ED
475
Exane Derivatives
France
$169 – – –
17 18
19
20 21

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.