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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
US Bancorp
26
US Bancorp
Minnesota
$63.1M +$5.91M +29,908 +11%
ECM
27
ETrade Capital Management
Virginia
$61.7M +$83.1K +420 +0.1%
AllianceBernstein
28
AllianceBernstein
Tennessee
$60.8M +$238K +1,203 +0.4%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$59.1M +$2.8M +14,183 +5%
FWIA
30
Fort Washington Investment Advisors
Ohio
$58.5M +$8.31K +42 +0%
DADC
31
D.A. Davidson & Co
Montana
$58.1M +$547K +2,765 +1%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$58M -$1.06M -5,379 -2%
Jane Street
33
Jane Street
New York
$57.6M +$55.6M +280,962 +4,715%
RJA
34
Raymond James & Associates
Florida
$46.4M +$130K +657 +0.3%
KeyBank National Association
35
KeyBank National Association
Ohio
$45.4M +$182K +920 +0.4%
SB
36
Suntrust Banks
Georgia
$43.6M -$2.98M -15,066 -6%
JP Morgan Chase
37
JP Morgan Chase
New York
$43.1M +$21.3M +107,937 +100%
WPW
38
Waldron Private Wealth
Pennsylvania
$33.8M -$844K -4,266 -2%
CAN
39
Cetera Advisor Networks
California
$33.7M +$3.12M +15,800 +10%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$33M +$145K +734 +0.4%
RC
41
Rinet Company
Massachusetts
$32.6M -$203K -1,027 -0.6%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$31.1M +$5.03M +25,450 +20%
SEI Investments
43
SEI Investments
Pennsylvania
$31M -$9.38M -47,411 -23%
BC
44
Brinker Capital
Pennsylvania
$28.3M -$430K -2,172 -2%
TRCT
45
Tower Research Capital (TRC)
New York
$26.8M +$24.2M +122,265 +1,117%
BUB
46
BBVA USA Bancshares
Texas
$26.1M +$1.24M +6,261 +5%
Ameriprise
47
Ameriprise
Minnesota
$25.3M -$1.41M -7,123 -5%
SI
48
Stephens Inc
Arkansas
$24.4M +$466K +2,358 +2%
Brown Advisory
49
Brown Advisory
Maryland
$24.2M -$1.28M -6,480 -5%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$23.5M -$39.1M -197,461 -63%

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.