We are live on ! Find out more
IWO icon

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
JP Morgan Chase
26
JP Morgan Chase
New York
$65.8M -$784K -3,581 -1%
LPL Financial
27
LPL Financial
California
$62M +$1.37M +6,253 +2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$59.3M +$7.64M +34,907 +15%
ECM
29
ETrade Capital Management
Virginia
$57.9M -$4.44M -20,288 -7%
SMM
30
Stadion Money Management
Georgia
$55.4M
KeyBank National Association
31
KeyBank National Association
Ohio
$41.5M +$302K +1,381 +0.7%
RJA
32
Raymond James & Associates
Florida
$38.4M -$844K -3,855 -2%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$36.6M +$30.5M +139,267 +539%
WPW
34
Waldron Private Wealth
Pennsylvania
$30.1M -$44.6K -204 -0.1%
BCI
35
Brinker Capital Investments
Pennsylvania
$29.2M +$28.8M +131,700 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$28.6M +$5.97M +27,270 +27%
AAP
37
Arax Advisory Partners
Colorado
$28.5M +$388K +1,771 +1%
SI
38
Stephens Inc
Arkansas
$28.2M -$296K -1,354 -1%
BlackRock
39
BlackRock
New York
$28M -$4.05M -18,496 -13%
BUB
40
BBVA USA Bancshares
Texas
$27.5M -$983K -4,489 -3%
CAN
41
Cetera Advisor Networks
California
$27M -$2.24M -10,255 -8%
SAM
42
Silvercrest Asset Management
New York
$23.3M -$124K -568 -0.5%
FWIA
43
Fort Washington Investment Advisors
Ohio
$23.2M -$40.8M -186,500 -64%
AP
44
Advisors Preferred
Maryland
$22.8M -$234K -1,071 -1%
Osaic Holdings
45
Osaic Holdings
Arizona
$22.8M +$1.1M +5,018 +5%
BPB
46
Badgley, Phelps & Bell
Washington
$22.8M +$6.37M +29,085 +39%
RFA
47
Reilly Financial Advisors
California
$21.2M -$1.69M -7,735 -7%
CL
48
Choreo LLC
Illinois
$20.4M +$349K +1,595 +2%
SEI Investments
49
SEI Investments
Pennsylvania
$18.3M -$11.3M -51,849 -39%
Brown Advisory
50
Brown Advisory
Maryland
$17M -$588K -2,685 -3%

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.