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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
GP
451
Girard Partners
Pennsylvania
$248K -$198 -1 -0.1%
GT
452
Greenleaf Trust
Michigan
$245K -$38.2K -193 -14%
Deutsche Bank
453
Deutsche Bank
Germany
$244K +$107K +539 +79%
KIA
454
Kopp Investment Advisors
Minnesota
$242K
SIC
455
Sigma Investment Counselors
Michigan
$242K
FNBOO
456
First National Bank of Omaha
Nebraska
$241K -$5.14K -26 -2%
HPWM
457
Highland Private Wealth Management
Washington
$239K -$98.9K -500 -12%
PFA
458
Paradigm Financial Advisors
Missouri
$237K -$16K -81 -6%
AWM
459
Altavista Wealth Management
North Carolina
$237K
TA
460
TFG Advisers
Michigan
$236K +$5.14K +26 +2%
HCA
461
Harbour Capital Advisors
Virginia
$235K
SCM
462
Snow Capital Management
Pennsylvania
$235K
CAM
463
Concorde Asset Management
Michigan
$234K +$231K +1,169 New
CIA
464
CCM Investment Advisers
South Carolina
$230K
SVWAG
465
Sound View Wealth Advisors Group
Georgia
$229K +$226K +1,142 New
WIA
466
Wealthstreet Investment Advisors
Texas
$228K +$13.8K +70 +7%
BCA
467
Berman Capital Advisors
Georgia
$227K +$224K +1,132 New
NEPWA
468
New England Private Wealth Advisors
Massachusetts
$226K +$593 +3 +0.3%
TWP
469
Total Wealth Planning
Ohio
$225K
KWM
470
Kingsview Wealth Management
Oregon
$225K +$222K +1,121 New
BCM
471
Bourgeon Capital Management
Connecticut
$223K
AF
472
Allworth Financial
California
$221K -$6.13K -31 -3%
UCMOK
473
United Capital Management of KS
Kansas
$218K +$50.4K +255 +22%
CWM
474
CCG Wealth Management
California
$218K +$214K +1,083 New
IFWM
475
Institute for Wealth Management
Colorado
$217K -$17K -86 -7%

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.