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iShares Russell 2000 Growth ETF

477 hedge funds and large institutions have $5.51B invested in iShares Russell 2000 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 154 increasing their positions, 154 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

8% more capital invested

Capital invested by funds: $5.09B → $5.51B (+$427M)

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

1% more funds holding

Funds holding: 474477 (+3)

0.39% more ownership

Funds ownership: 64.09%64.49% (+0.39%)

0% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 154

64% less call options, than puts

Call options by funds: $13.5M | Put options by funds: $37.3M

Holders
477
Holders Change
+3
Holders Change %
+0.63%
% of All Funds
11.89%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.75%
New
45
Increased
154
Reduced
154
Closed
37
Calls
$13.5M
Puts
$37.3M
Net Calls
-$23.7M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
26
Commerce Bank
Missouri
$45.9M -$1.7K -10 -0%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$44.7M +$42.5M +250,000 New
SF
28
Synovus Financial
Georgia
$44.3M +$2M +11,778 +5%
DADC
29
D.A. Davidson & Co
Montana
$43.7M +$1.93M +11,344 +5%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$43.7M +$1.77M +10,435 +4%
KeyBank National Association
31
KeyBank National Association
Ohio
$41.5M +$5.15M +30,301 +15%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$37.3M -$2.87M -16,881 -7%
GI
33
Gradient Investments
Minnesota
$33.4M +$2.31M +13,579 +8%
RJA
34
Raymond James & Associates
Florida
$31.4M +$528K +3,106 +2%
SB
35
Suntrust Banks
Georgia
$31.1M +$1.43M +8,443 +5%
AllianceBernstein
36
AllianceBernstein
Tennessee
$29.3M +$15.1M +89,079 +120%
SAM
37
Silvercrest Asset Management
New York
$28.3M
RC
38
Rinet Company
Massachusetts
$28.1M +$1.1M +6,502 +4%
BC
39
Brinker Capital
Pennsylvania
$26.4M +$93.6K +551 +0.4%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$26.2M +$549K +3,233 +2%
MAM
41
Meeder Asset Management
Ohio
$24.8M +$17K +100 +0.1%
USAA
42
United Services Automobile Association
Texas
$23.6M +$2.77M +16,311 +14%
MML Investors Services
43
MML Investors Services
Massachusetts
$22.2M +$888K +5,226 +4%
BUB
44
BBVA USA Bancshares
Texas
$22.1M -$926K -5,449 -4%
SI
45
Stephens Inc
Arkansas
$20.8M +$620K +3,652 +3%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$20.7M +$3.78M +22,272 +24%
Stifel Financial
47
Stifel Financial
Missouri
$20.2M -$3.92M -23,064 -17%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$19.6M -$3.97M -23,343 -18%
MGIA
49
Moneta Group Investment Advisors
Missouri
$19.4M -$550K -3,236 -3%
SG Americas Securities
50
SG Americas Securities
New York
$18.7M +$12.9M +76,081 +270%

IWO Hedge Fund Activity: Q3 2017 in Review

477 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell 2000 Growth ETF (IWO) for Q3 2017, worth a combined $5.51B — up 8.4% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IWO positions and 37 closed out — a net gain of 8 holders — while 154 added to existing stakes and 154 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $27.6M.

  • 477 institutional investors held iShares Russell 2000 Growth ETF (IWO) as of Q3 2017, up from 474 in Q2 2017.
  • Funds reported $5.51B of iShares Russell 2000 Growth ETF stock for Q3 2017, up 8.4% quarter-over-quarter.
  • 45 funds opened new iShares Russell 2000 Growth ETF positions in Q3 2017 and 37 closed out, a net change of +8 holders.
  • The largest iShares Russell 2000 Growth ETF buyer in Q3 2017 was Morgan Stanley, an estimated $101M added.
  • The largest iShares Russell 2000 Growth ETF seller in Q3 2017 was Kayne Anderson Rudnick Investment Management, an estimated $27.6M sold.

Based on aggregated 13F filings for Q3 2017.