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iShares Russell 2000 Growth ETF

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: 474474 (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: 3329 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$42.2M -$1.16M -7,052 -3%
SF
27
Synovus Financial
Georgia
$39.8M +$1.51M +9,196 +4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$39.5M +$942K +5,720 +3%
DADC
29
D.A. Davidson & Co
Montana
$39.3M +$2.23M +13,525 +6%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$38M -$8.36M -50,774 -18%
KeyBank National Association
31
KeyBank National Association
Ohio
$34M -$647K -3,932 -2%
Kayne Anderson Rudnick Investment Management
32
Kayne Anderson Rudnick Investment Management
California
$29.4M +$28.2M +171,074 +6,036%
GI
33
Gradient Investments
Minnesota
$29.2M +$2.41M +14,670 +9%
RJA
34
Raymond James & Associates
Florida
$29.1M +$10.8M +65,763 +62%
SB
35
Suntrust Banks
Georgia
$27.9M +$1.57M +9,526 +6%
BlackRock
36
BlackRock
New York
$27.2M +$6.64M +40,370 +33%
SAM
37
Silvercrest Asset Management
New York
$26.7M +$340K +2,065 +1%
LCM
38
Landscape Capital Management
New Jersey
$25.8M +$9.88M +60,000 +65%
RC
39
Rinet Company
Massachusetts
$25.4M +$1.92M +11,665 +8%
BC
40
Brinker Capital
Pennsylvania
$24.8M +$294K +1,787 +1%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$24.2M -$2.52M -15,313 -10%
MAM
42
Meeder Asset Management
Ohio
$23.4M +$36.4K +221 +0.2%
Stifel Financial
43
Stifel Financial
Missouri
$23.1M +$6.74M +40,952 +44%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$22.4M -$586K -3,560 -3%
BUB
45
BBVA USA Bancshares
Texas
$21.7M -$1.45M -8,831 -6%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$21.4M +$16.6M +101,144 +394%
TCM
47
TimesSquare Capital Management
New York
$21.1M +$20.6M +125,000 New
William Blair Investment Management
48
William Blair Investment Management
Illinois
$20.9M +$3.83M +23,240 +23%
MML Investors Services
49
MML Investors Services
Massachusetts
$20.1M +$19.6M +119,014 New
USAA
50
United Services Automobile Association
Texas
$19.6M +$2.75M +16,707 +17%

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.