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iShares Russell 2000 Growth ETF

613 hedge funds and large institutions have $6.33B invested in iShares Russell 2000 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 149 increasing their positions, 227 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.97% more ownership

Funds ownership: 71.29%72.26% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

3% less capital invested

Capital invested by funds: $6.5B → $6.33B (-$168M)

3% less funds holding

Funds holding: 631613 (-18)

21% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 57

34% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 227

51% less call options, than puts

Call options by funds: $28.4M | Put options by funds: $57.8M

Holders
613
Holders Change
-18
Holders Change %
-2.85%
% of All Funds
13.44%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
45
Increased
149
Reduced
227
Closed
57
Calls
$28.4M
Puts
$57.8M
Net Calls
-$29.4M
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
451
Altavista Wealth Management
North Carolina
$228K
PFA
452
Paradigm Financial Advisors
Missouri
$227K
WIA
453
Wealthstreet Investment Advisors
Texas
$227K
TA
454
TFG Advisers
Michigan
$227K +$397 +2 +0.2%
IA
455
IFG Advisory
Georgia
$227K +$235K +1,183 New
HCA
456
Harbour Capital Advisors
Virginia
$225K
SCM
457
Snow Capital Management
Pennsylvania
$225K
CIA
458
CCM Investment Advisers
South Carolina
$221K
BCA
459
Berman Capital Advisors
Georgia
$218K +$397 +2 +0.2%
UCMOK
460
United Capital Management of KS
Kansas
$217K -$49.6K -250 -18%
OIA
461
OneDigital Investment Advisors
Kansas
$216K -$86.4K -436 -28%
NEPWA
462
New England Private Wealth Advisors
Massachusetts
$216K
WSTAM
463
Wilbanks Smith & Thomas Asset Management
Virginia
$215K -$783K -3,950 -78%
TWP
464
Total Wealth Planning
Ohio
$215K
PCA
465
Personal Capital Advisors
California
$215K +$13.1K +66 +6%
AF
466
Allworth Financial
California
$212K
SVWAG
467
Sound View Wealth Advisors Group
Georgia
$210K -$10.1K -51 -4%
TC
468
Telemus Capital
Michigan
$210K +$216K +1,089 New
BCC
469
Bridge City Capital
Oregon
$209K +$215K +1,084 New
JFG
470
JMG Financial Group
Illinois
$208K
HPWM
471
Highland Private Wealth Management
Washington
$206K -$51K -257 -7%
TC
472
TownSquare Capital
Utah
$206K
IFWM
473
Institute for Wealth Management
Colorado
$204K -$4.76K -24 -2%
PFGIA
474
Patriot Financial Group Insurance Agency
Massachusetts
$204K
AWS
475
AJ Wealth Strategies
New York
$203K

IWO Hedge Fund Activity: Q3 2019 in Review

613 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2019, worth a combined $6.33B — down 2.6% from $6.5B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of IWO and 45 opened new positions — a net loss of 12 holders — while 227 trimmed existing stakes and 149 added.

The largest buyer was Wells Fargo, adding an estimated $101M. The largest seller was Jane Street, exiting entirely with an estimated $56.9M sold.

  • 613 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2019, down from 631 in Q2 2019.
  • Funds reported $6.33B of iShares Russell 2000 Growth ETF stock for Q3 2019, down 2.6% quarter-over-quarter.
  • 45 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2019 and 57 closed out, a net change of -12 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2019 was Wells Fargo, an estimated $101M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2019 was Jane Street, an estimated $56.9M sold.

Based on aggregated 13F filings for Q3 2019.