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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
PCM
476
Palisade Capital Management
New Jersey
-$88.2M -545,535 Closed
BNP Paribas Financial Markets
477
BNP Paribas Financial Markets
France
-$80.8M -500,000 Closed
BFG
478
Barber Financial Group
Kansas
-$14.7M -90,982 Closed
Citadel Advisors
479
Citadel Advisors
Florida
-$10.2M -62,250 Closed
AP
480
Advisors Preferred
Maryland
-$5.9K -36,485 Closed
BCM
481
Beck Capital Management
Texas
-$4.56M -28,189 Closed
AIA
482
Allegis Investment Advisors
Idaho
-$3.23M -19,954 Closed
CS
483
Credit Suisse
Switzerland
-$2.84M -17,548 Closed
NPF
484
Norris Perne & French
Michigan
-$2.17M -13,400 Closed
RhumbLine Advisers
485
RhumbLine Advisers
Massachusetts
-$1.9M -11,775 Closed
FPS
486
Fieldpoint Private Securities
Connecticut
-$1.73M -10,669 Closed
CT
487
Cambridge Trust
Massachusetts
-$1.71M -10,569 Closed
Squarepoint
488
Squarepoint
New York
-$1.38M -8,508 Closed
BFA
489
Beaumont Financial Advisors
Massachusetts
-$1.32M -8,177 Closed
CDIA
490
Capital Directions Investment Advisors
Georgia
-$1.18M -7,277 Closed
AWM
491
AE Wealth Management
Kansas
-$1.12M -6,916 Closed
SS
492
Simplicity Solutions
Minnesota
-$1.04M -6,430 Closed
PI
493
Putnam Investments
Massachusetts
-$935K -5,787 Closed
VanEck Associates
494
VanEck Associates
New York
-$913K -5,648 Closed
EIM
495
Essex Investment Management
Massachusetts
-$790K -4,885 Closed
TW
496
Transform Wealth
Colorado
-$759K -4,698 Closed
S
497
SignatureFD
Georgia
-$673K -4,162 Closed
TFA
498
Transamerica Financial Advisors
Florida
-$671K -4,146 Closed
SQA
499
Simon Quick Advisors
New Jersey
-$637K -3,941 Closed
OMC
500
Old Mission Capital
Illinois
-$615K -3,804 Closed

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.