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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
PAS
451
Park Avenue Securities
New York
$299K +$23.2K +106 +9%
MA
452
Mutual Advisors
Nebraska
$298K +$295K +1,347 New
Bessemer Group
453
Bessemer Group
New Jersey
$296K -$16.9K -77 -5%
SCI
454
S&CO Inc
Massachusetts
$294K
IF
455
Intrua Financial
Texas
$294K +$257K +1,172 New
RHJA
456
Rice Hall James & Associates
California
$291K -$89.3K -408 -24%
ABC
457
Associated Banc-Corp
Wisconsin
$291K
LW
458
Linscomb Wealth
Texas
$290K
CCM
459
Colorado Capital Management
Colorado
$289K -$38.3K -175 -12%
SFG
460
Summit Financial Group
West Virginia
$288K
CAM
461
Cozad Asset Management
Illinois
$286K -$6.57K -30 -2%
BSB
462
Bangor Savings Bank
Maine
$283K
AWM
463
Aprio Wealth Management
Georgia
$277K -$32.6K -149 -11%
RIM
464
Regent Investment Management
Kentucky
$277K
IA
465
IFG Advisory
Georgia
$276K -$9.85K -45 -3%
IAIM
466
International Assets Investment Management
Florida
$273K -$17.5K -80 -6%
AWM
467
Altavista Wealth Management
North Carolina
$273K
TSW
468
Thompson Siegel & Walmsley
Virginia
$268K +$80.8K +369 +44%
EIM
469
Essex Investment Management
Massachusetts
$264K -$89.3K -408 -26%
PFA
470
Paradigm Financial Advisors
Missouri
$263K -$26K -119 -9%
SMC
471
Smith, Moore & Co
Missouri
$263K
ATC
472
Argent Trust Co
Tennessee
$261K -$577K -2,635 -69%
S
473
Surevest
California
$261K
SCM
474
Snow Capital Management
Pennsylvania
$259K
CWM
475
Cornerstone Wealth Management
Missouri
$258K

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.