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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
AllianceBernstein
26
AllianceBernstein
Tennessee
$58.4M +$89.4K +451 +0.1%
LPL Financial
27
LPL Financial
California
$57.9M -$4.03M -20,318 -6%
DADC
28
D.A. Davidson & Co
Montana
$57.3M +$1.6M +8,058 +3%
FWIA
29
Fort Washington Investment Advisors
Ohio
$56.1M
JMPWA
30
JP Morgan Private Wealth Advisors
California
$55.4M -$241K -1,217 -0.4%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$45.1M -$11.9M -60,191 -20%
RJA
32
Raymond James & Associates
Florida
$44.4M -$94K -474 -0.2%
BlackRock
33
BlackRock
New York
$43.9M +$22.8M +114,979 +102%
SB
34
Suntrust Banks
Georgia
$41.9M +$45K +227 +0.1%
KeyBank National Association
35
KeyBank National Association
Ohio
$41.7M -$1.91M -9,658 -4%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$40.9M -$24.3M -122,659 -37%
SEI Investments
37
SEI Investments
Pennsylvania
$39.4M +$7.58M +38,229 +25%
CAN
38
Cetera Advisor Networks
California
$32.2M -$170K -855 -0.5%
WPW
39
Waldron Private Wealth
Pennsylvania
$32.2M -$179K -901 -0.5%
RC
40
Rinet Company
Massachusetts
$30.6M -$639K -3,224 -2%
BC
41
Brinker Capital
Pennsylvania
$27.1M -$57.3K -289 -0.2%
BUB
42
BBVA USA Bancshares
Texas
$25.6M +$568K +2,863 +2%
SI
43
Stephens Inc
Arkansas
$23.2M -$190K -960 -0.8%
JA
44
JOYN Advisors
Georgia
$23M -$318K -1,605 -1%
JP Morgan Chase
45
JP Morgan Chase
New York
$22.2M -$20M -100,793 -47%
BPB
46
Badgley, Phelps & Bell
Washington
$21.8M +$1.49M +7,505 +7%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$21.7M -$825K -4,162 -4%
Ameriprise
48
Ameriprise
Minnesota
$21M -$3.4M -17,126 -14%
SAM
49
Silvercrest Asset Management
New York
$20.9M -$45.6K -230 -0.2%
Brown Advisory
50
Brown Advisory
Maryland
$19.1M -$4.21M -21,211 -18%

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.